Houlihan Financial Resource Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Houlihan Financial Resource Group’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 Q1	$3.81M	Hold	20,690	–	–	1.49%	21
2025 Q4	$3.75M	Buy	20,690 +10,308	+99%	+$1.8M	1.42%	23
2025 Q3	$1.81M	Sell	10,382 -10,800	-51%	-$1.84M	1.59%	24
2025 Q2	$3.51M	Sell	21,182 -430	-2%	-$68.1K	1.46%	25
2025 Q1	$3.47M	Sell	21,612 -502	-2%	-$82.1K	1.56%	24
2024 Q4	$3.58M	Sell	22,114 -375	-2%	-$63.3K	1.52%	26
2024 Q3	$3.77M	Buy	+22,489	New	+$3.58M	1.56%	24
2024 Q2	–	Sell	-23,093	Closed	-$3.6M	–	98
2024 Q1	$3.6M	Sell	23,093 -380	-2%	-$55.8K	1.61%	22
2023 Q4	$3.4M	Buy	23,473 +86	+0.4%	+$11.6K	1.65%	22
2023 Q3	$3.01M	Buy	+23,387	New	+$3.24M	1.61%	21
2023 Q2	–	Sell	-23,510	Closed	-$3.15M	–	173
2023 Q1	$3.15M	Buy	23,510 +166	+0.7%	+$23K	1.72%	18
2022 Q4	$3.25M	Sell	23,344 -788	-3%	-$106K	1.87%	17
2022 Q3	$3.14M	Buy	+24,132	New	+$3.27M	1.91%	19
2020 Q3	$2.25M	Buy	+19,879	New	+$2.01M	1.3%	26
2020 Q1	$1.48M	Buy	18,256 +6,117	+50%	+$659K	1.29%	25
2019 Q4	$1.45M	Buy	+12,139	New	+$1.4M	0.94%	32

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Houlihan Financial Resource Group's VOE Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 20,690 shares worth $3.81M. The position accounts for 1.49% of the portfolio, ranked #21.

Houlihan Financial Resource Group first reported a position in VOE in Q4 2019 and has held it in 16 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Houlihan Financial Resource Group held 20,690 shares of Vanguard Mid-Cap Value ETF worth $3.81M as of Q1 2026.
Houlihan Financial Resource Group left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 1.49% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #21 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 16 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.