Hegarty Advisors
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Hegarty Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hegarty Advisors’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 		$7.54M Buy
38,564
+7,837
+26% +$1.6M 4.66% 5
2026
Q2 		$6.07M Buy
30,727
+5,166
+20% +$999K 4.18% 5
2026
Q1 		$4.71M Buy
25,561
+9,372
+58% +$1.75M 3.71% 6
2025
Q4 		$2.87M Buy
+16,189
New +$2.83M 2.49% 10

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Hegarty Advisors's VOE Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 26% in Q3 2026, buying an estimated $1.6M and bringing the position to 38,564 shares worth $7.54M. The position accounts for 4.66% of the portfolio, ranked #5.

Hegarty Advisors first reported a position in VOE in Q4 2025 and has held it in 4 quarters since. 918 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Hegarty Advisors held 38,564 shares of Vanguard Morningstar Mid-Cap Value ETF worth $7.54M as of Q3 2026.
  • Hegarty Advisors bought 7,837 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $1.6M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 4.66% of Hegarty Advisors's portfolio in Q3 2026, its #5 holding.
  • Hegarty Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 918 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.