Laffer Tengler Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Laffer Tengler Investments’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	–	Sell	-1,663	Closed	-$295K	–	203
2025 Q4	$295K	Hold	1,663	–	–	0.04%	151
2025 Q3	$290K	Buy	+1,663	New	+$283K	0.05%	141
2021 Q2	–	Sell	-1,384	Closed	-$187K	–	399
2021 Q1	$187K	Buy	+1,384	New	+$177K	0.07%	161

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laffer Tengler Investments's VOE Position: Q1 2026 in Review

Laffer Tengler Investments sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 1,663 shares — an estimated $295K sold.

Laffer Tengler Investments first reported a position in VOE in Q1 2021 and held it in 3 quarters. The position peaked at $295K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Laffer Tengler Investments reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Laffer Tengler Investments sold 1,663 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $295K.
Laffer Tengler Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and held it in 3 quarters.
Laffer Tengler Investments's Vanguard Morningstar Mid-Cap Value ETF position peaked at $295K in Q4 2025.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.