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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Granite FO LLC's VOE Position: Q2 2026 in Review

Granite FO LLC held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 11,985 shares worth $2.37M. The position accounts for 1.25% of the portfolio, ranked #13.

Granite FO LLC first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Granite FO LLC held 11,985 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.37M as of Q2 2026.
  • Granite FO LLC left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.25% of Granite FO LLC's portfolio in Q2 2026, its #13 holding.
  • Granite FO LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.