IFPL
VOE icon

Investments & Financial Planning LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Investments & Financial Planning LLC’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 		$528K Buy
2,674
+10
+0.4% +$1.94K 0.25% 22
2026
Q1 		$491K Sell
2,664
-18
-0.7% -$3.36K 0.27% 23
2025
Q4 		$476K Sell
2,682
-12
-0.4% -$2.1K 0.26% 22
2025
Q3 		$470K Sell
2,694
-113
-4% -$19.2K 0.25% 22
2025
Q2 		$462K Buy
2,807
+8
+0.3% +$1.27K 0.27% 23
2025
Q1 		$449K Buy
2,799
+12
+0.4% +$1.96K 0.29% 23
2024
Q4 		$451K Buy
2,787
+9
+0.3% +$1.52K 0.28% 22
2024
Q3 		$466K Sell
2,778
-478
-15% -$76K 0.3% 23
2024
Q2 		$490K Sell
3,256
-2
-0.1% -$303 0.33% 23
2024
Q1 		$508K Sell
3,258
-223
-6% -$32.7K 0.35% 22
2023
Q4 		$505K Sell
3,481
-26,323
-88% -$3.54M 0.38% 22
2023
Q3 		$3.9M Sell
29,804
-214
-0.7% -$29.6K 3.48% 6
2023
Q2 		$4.15M Sell
30,018
-1,822
-6% -$243K 3.6% 6
2023
Q1 		$4.27M Sell
31,840
-3,507
-10% -$486K 3.92% 7
2022
Q4 		$4.78M Buy
+35,347
New +$4.74M 4.68% 6
2022
Q2 		$4.58M Sell
35,371
-1,714
-5% -$242K 4.72% 8
2022
Q1 		$5.55M Buy
37,085
+838
+2% +$123K 4.85% 7
2021
Q4 		$5.38M Buy
+36,247
New +$5.32M 4.83% 8

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

Investments & Financial Planning LLC's VOE Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.38% in Q2 2026, buying an estimated $1.94K and bringing the position to 2,674 shares worth $528K. The position accounts for 0.25% of the portfolio, ranked #22.

Investments & Financial Planning LLC first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.55M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Investments & Financial Planning LLC held 2,674 shares of Vanguard Morningstar Mid-Cap Value ETF worth $528K as of Q2 2026.
  • Investments & Financial Planning LLC bought 10 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.25% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #22 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.55M in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.