KPP Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.71M Sell
18,771
-2,423
-11% -$469K 0.47% 53
2026
Q1
$3.91M Sell
21,194
-17,494
-45% -$3.27M 0.57% 41
2025
Q4
$6.86M Sell
38,688
-2,292
-6% -$401K 1% 23
2025
Q3
$7.15M Sell
40,980
-822
-2% -$140K 1.06% 18
2025
Q2
$6.87M Sell
41,802
-441
-1% -$69.8K 1.13% 21
2025
Q1
$6.78M Buy
42,243
+28,094
+199% +$4.59M 1.29% 20
2024
Q4
$2.29M Sell
14,149
-907
-6% -$153K 0.54% 51
2024
Q3
$2.52M Sell
15,056
-51,664
-77% -$8.21M 0.61% 46
2024
Q2
$10M Sell
66,720
-2,943
-4% -$447K 2.67% 7
2024
Q1
$10.9M Buy
+69,663
New +$10.2M 2.98% 6
2023
Q4
Sell
-56,078
Closed -$7.34M 216
2023
Q3
$7.34M Buy
+56,078
New +$7.77M 2.43% 10

Other funds holding VOE

KPP Advisory Services's VOE Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, selling an estimated $469K and leaving 18,771 shares worth $3.71M. The position accounts for 0.47% of the portfolio, ranked #53.

KPP Advisory Services first reported a position in VOE in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • KPP Advisory Services held 18,771 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.71M as of Q2 2026.
  • KPP Advisory Services sold 2,423 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $469K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.47% of KPP Advisory Services's portfolio in Q2 2026, its #53 holding.
  • KPP Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • KPP Advisory Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $10.9M in Q1 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.