Granite FO LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Granite FO LLC’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.34M	Hold	11,985	–	–	1.26%	14
2026 Q2	$2.37M	Hold	11,985	–	–	1.25%	13
2026 Q1	$2.21M	Sell	11,985 -475	-4%	-$88.7K	1.31%	13
2025 Q4	$2.21M	Hold	12,460	–	–	1.18%	16
2025 Q3	$2.18M	Hold	12,460	–	–	1.18%	16
2025 Q2	$2.05M	Hold	12,460	–	–	1.16%	15
2025 Q1	$2M	Hold	12,460	–	–	1.14%	15
2024 Q4	$2.02M	Hold	12,460	–	–	1.15%	15
2024 Q3	$2.09M	Hold	12,460	–	–	1.18%	15
2024 Q2	$1.87M	Hold	12,460	–	–	1.2%	14
2024 Q1	$2.02M	Hold	12,460	–	–	1.19%	14
2023 Q4	$1.81M	Buy	12,460 +250	+2%	+$33.6K	1.21%	13
2023 Q3	$1.6M	Hold	12,210	–	–	1.12%	15
2023 Q2	$1.69M	Hold	12,210	–	–	1.16%	17
2023 Q1	$1.65M	Buy	12,210 +150	+1%	+$20.8K	1.02%	18
2022 Q4	$1.72M	Buy	+12,060	New	+$1.62M	1.33%	14

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Granite FO LLC's VOE Position: Q3 2026 in Review

Granite FO LLC held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 11,985 shares worth $2.34M. The position accounts for 1.26% of the portfolio, ranked #14.

Granite FO LLC first reported a position in VOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.37M in Q2 2026. 585 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Granite FO LLC held 11,985 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.34M as of Q3 2026.
Granite FO LLC left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 1.26% of Granite FO LLC's portfolio in Q3 2026, its #14 holding.
Granite FO LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Granite FO LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.37M in Q2 2026.
585 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.