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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
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 		$2.67M 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 $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HFG Advisors's VOE Position: Q2 2026 in Review

HFG Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.7% in Q2 2026, buying an estimated $112K and bringing the position to 34,148 shares worth $6.75M. The position accounts for 4.21% of the portfolio, ranked #5.

HFG Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • HFG Advisors held 34,148 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6.75M as of Q2 2026.
  • HFG Advisors bought 580 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 4.21% of HFG Advisors's portfolio in Q2 2026, its #5 holding.
  • HFG Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.