James T. Borello’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

James T. Borello’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 Q3	$2.54K	Hold	13	–	–	﹤0.01%	891
2026 Q2	$2.57K	Hold	13	–	–	﹤0.01%	913
2026 Q1	$2.4K	Hold	13	–	–	﹤0.01%	899
2025 Q4	$2.31K	Hold	13	–	–	﹤0.01%	752
2025 Q3	$2.27K	Hold	13	–	–	﹤0.01%	704
2025 Q2	$2.14K	Hold	13	–	–	﹤0.01%	254
2025 Q1	$2.09K	Hold	13	–	–	﹤0.01%	199
2024 Q4	$2.1K	Hold	13	–	–	﹤0.01%	175
2024 Q3	$2.18K	Hold	13	–	–	﹤0.01%	166
2024 Q2	$1.96K	Hold	13	–	–	﹤0.01%	154
2024 Q1	$2.03K	Hold	13	–	–	﹤0.01%	154
2023 Q4	$1.88K	Buy	+13	New	+$1.75K	﹤0.01%	134

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

James T. Borello's VOE Position: Q3 2026 in Review

James T. Borello held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 13 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

James T. Borello first reported a position in VOE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.57K in Q2 2026. 585 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

James T. Borello held 13 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.54K as of Q3 2026.
James T. Borello left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #891 holding.
James T. Borello first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.57K in Q2 2026.
585 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.