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

HFM Investment 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	$5.69K	Sell	29 -93	-76%	-$18K	﹤0.01%	176
2026 Q1	$22.4K	Sell	122 -1	-0.8%	-$187	0.01%	85
2025 Q4	$21.8K	Buy	123 +91	+284%	+$15.9K	0.01%	92
2025 Q3	$5.5K	Sell	32 -2	-6%	-$340	﹤0.01%	121
2025 Q2	$5.57K	Sell	34 -1	-3%	-$158	﹤0.01%	117
2025 Q1	$5.48K	Buy	+35	New	+$5.72K	﹤0.01%	107

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HFM Investment Advisors's VOE Position: Q2 2026 in Review

HFM Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 76% in Q2 2026, selling an estimated $18K and leaving 29 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

HFM Investment Advisors first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.4K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

HFM Investment Advisors held 29 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.69K as of Q2 2026.
HFM Investment Advisors sold 93 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $18K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #176 holding.
HFM Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $22.4K in Q1 2026.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.