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Houlihan Financial Resource Group’s Vanguard Morningstar 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
Q2 		$4.02M Sell
20,331
-359
-2% -$69.5K 1.43% 22
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
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

Houlihan Financial Resource Group's VOE Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.7% in Q2 2026, selling an estimated $69.5K and leaving 20,331 shares worth $4.02M. The position accounts for 1.43% of the portfolio, ranked #22.

Houlihan Financial Resource Group first reported a position in VOE in Q4 2019 and has held it in 17 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Houlihan Financial Resource Group held 20,331 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.02M as of Q2 2026.
  • Houlihan Financial Resource Group sold 359 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $69.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.43% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #22 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.