Holistic Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Holistic Planning’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	$1.32M	Buy	6,669 +2,390	+56%	+$462K	0.21%	108
2026 Q1	$789K	Sell	4,279 -401	-9%	-$74.9K	0.16%	124
2025 Q4	$830K	Sell	4,680 -424	-8%	-$74.2K	0.18%	109
2025 Q3	$891K	Sell	5,104 -341	-6%	-$58K	0.23%	77
2025 Q2	$896K	Buy	5,445 +865	+19%	+$137K	0.26%	75
2025 Q1	$735K	Sell	4,580 -141	-3%	-$23.1K	0.25%	77
2024 Q4	$764K	Buy	4,721 +35	+0.7%	+$5.9K	0.28%	71
2024 Q3	$786K	Sell	4,686 -145	-3%	-$23.1K	0.33%	63
2024 Q2	$753K	Hold	4,831	–	–	0.58%	49
2024 Q1	$753K	Sell	4,831 -26	-0.5%	-$3.82K	0.57%	49
2023 Q4	$704K	Buy	+4,857	New	+$652K	0.59%	45

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

Holistic Planning's VOE Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 56% in Q2 2026, buying an estimated $462K and bringing the position to 6,669 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #108.

Holistic Planning first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Holistic Planning held 6,669 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.32M as of Q2 2026.
Holistic Planning bought 2,390 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $462K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Holistic Planning's portfolio in Q2 2026, its #108 holding.
Holistic Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.