LAM Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LAM 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	$1.04M	Hold	5,275	–	–	0.52%	47
2026 Q1	$972K	Hold	5,275	–	–	0.53%	47
2025 Q4	$936K	Hold	5,275	–	–	0.54%	45
2025 Q3	$921K	Hold	5,275	–	–	0.57%	41
2025 Q2	$868K	Hold	5,275	–	–	0.58%	44
2025 Q1	$847K	Hold	5,275	–	–	0.62%	41
2024 Q4	$853K	Hold	5,275	–	–	0.61%	42
2024 Q3	$884K	Hold	5,275	–	–	0.63%	42
2024 Q2	$794K	Hold	5,275	–	–	0.67%	38
2024 Q1	$822K	Hold	5,275	–	–	0.67%	38
2023 Q4	$765K	Hold	5,275	–	–	0.7%	34
2023 Q3	$691K	Hold	5,275	–	–	0.68%	32
2023 Q2	$730K	Hold	5,275	–	–	0.68%	30
2023 Q1	$707K	Hold	5,275	–	–	0.69%	31
2022 Q4	$713K	Buy	+5,275	New	+$708K	0.73%	31

Other funds holding VOE

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

LAM Group's VOE Position: Q2 2026 in Review

LAM Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 5,275 shares worth $1.04M. The position accounts for 0.52% of the portfolio, ranked #47.

LAM Group first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 586 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

LAM Group held 5,275 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.04M as of Q2 2026.
LAM Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.52% of LAM Group's portfolio in Q2 2026, its #47 holding.
LAM Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
586 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.