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

HFG 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 		$6.96M Buy
35,582
+1,434
+4% +$293K 4.41% 4
2026
Q2 		$6.75M Buy
34,148
+580
+2% +$112K 4.21% 5
2026
Q1 		$6.19M Buy
33,568
+1,152
+4% +$215K 4.35% 5
2025
Q4 		$5.75M Sell
32,416
-18
-0.1% -$3.15K 4.17% 5
2025
Q3 		$5.66M Buy
32,434
+305
+0.9% +$51.9K 4.18% 5
2025
Q2 		$5.28M Sell
32,129
-163
-0.5% -$25.8K 4.19% 5
2025
Q1 		$5.18M Buy
32,292
+711
+2% +$116K 4.43% 6
2024
Q4 		$5.11M Sell
31,581
-174
-0.5% -$29.4K 4.47% 5
2024
Q3 		$5.32M Buy
31,755
+684
+2% +$109K 4.72% 4
2024
Q2 		$4.67M Buy
31,071
+290
+0.9% +$44K 4.36% 5
2024
Q1 		$4.8M Buy
30,781
+5,667
+23% +$832K 4.26% 4
2023
Q4 		$3.64M Buy
25,114
+575
+2% +$77.2K 3.51% 8
2023
Q3 		$3.21M Buy
24,539
+286
+1% +$39.6K 3.52% 8
2023
Q2 		$3.36M Sell
24,253
-39
-0.2% -$5.2K 3.54% 8
2023
Q1 		$3.26M Buy
24,292
+1,153
+5% +$160K 3.71% 7
2022
Q4 		$3.13M Buy
23,139
+1,798
+8% +$241K 3.68% 7
2022
Q3 		$2.6M Buy
21,341
+689
+3% +$93.3K 3.61% 7
2022
Q2 		$2.68M Sell
20,652
-782
-4% -$111K 3.61% 6
2022
Q1 		$3.21M Buy
21,434
+4,206
+24% +$619K 3.66% 5
2021
Q4 		$2.59M Buy
+17,228
New +$2.53M 2.92% 7

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 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

HFG Advisors's VOE Position: Q3 2026 in Review

HFG Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.2% in Q3 2026, buying an estimated $293K and bringing the position to 35,582 shares worth $6.96M. The position accounts for 4.41% of the portfolio, ranked #4.

HFG Advisors first reported a position in VOE in Q4 2021 and has held it in 20 quarters since. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • HFG Advisors held 35,582 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6.96M as of Q3 2026.
  • HFG Advisors bought 1,434 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $293K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 4.41% of HFG Advisors's portfolio in Q3 2026, its #4 holding.
  • HFG Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on HFG Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.