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 Q3	$1.03M	Hold	5,275	–	–	0.52%	51
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 $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

LAM Group's VOE Position: Q3 2026 in Review

LAM Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 5,275 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #51.

LAM Group first reported a position in VOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2026. 570 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

LAM Group held 5,275 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.03M as of Q3 2026.
LAM Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.52% of LAM Group's portfolio in Q3 2026, its #51 holding.
LAM Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
LAM Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.04M in Q2 2026.
570 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.