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

HHM Wealth 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	$29.2K	Hold	148	–	–	﹤0.01%	468
2026 Q1	$27.3K	Hold	148	–	–	﹤0.01%	458
2025 Q4	$26.3K	Sell	148 -20	-12%	-$3.5K	﹤0.01%	455
2025 Q3	$29.3K	Hold	168	–	–	﹤0.01%	452
2025 Q2	$27.6K	Buy	168 +1	+0.6%	+$158	﹤0.01%	462
2025 Q1	$26.8K	Buy	167 +29	+21%	+$4.74K	﹤0.01%	464
2024 Q4	$22.3K	Buy	138 +75	+119%	+$12.7K	﹤0.01%	485
2024 Q3	$10.6K	Hold	63	–	–	﹤0.01%	552
2024 Q2	$9.48K	Hold	63	–	–	﹤0.01%	552
2024 Q1	$9.82K	Hold	63	–	–	﹤0.01%	525
2023 Q4	$9.14K	Hold	63	–	–	﹤0.01%	532
2023 Q3	$8.25K	Hold	63	–	–	﹤0.01%	537
2023 Q2	$8.72K	Hold	63	–	–	﹤0.01%	558
2023 Q1	$8.45K	Hold	63	–	–	﹤0.01%	551
2022 Q4	$8.52K	Hold	63	–	–	﹤0.01%	473
2022 Q3	$8K	Hold	63	–	–	﹤0.01%	475
2022 Q2	$8K	Hold	63	–	–	﹤0.01%	582
2022 Q1	$9K	Hold	63	–	–	﹤0.01%	552
2021 Q4	$9K	Hold	63	–	–	﹤0.01%	523
2021 Q3	$9K	Hold	63	–	–	﹤0.01%	501
2021 Q2	$9K	Hold	63	–	–	﹤0.01%	486
2021 Q1	$8K	Buy	+63	New	+$8.07K	﹤0.01%	468

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

HHM Wealth Advisors's VOE Position: Q2 2026 in Review

HHM Wealth Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 148 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

HHM Wealth Advisors first reported a position in VOE in Q1 2021 and has held it in 22 quarters since. The position peaked at $29.3K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

HHM Wealth Advisors held 148 shares of Vanguard Morningstar Mid-Cap Value ETF worth $29.2K as of Q2 2026.
HHM Wealth Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #468 holding.
HHM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
HHM Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $29.3K in Q3 2025.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.