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

Larson Financial 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 		$147K Buy
745
+5
+0.7% +$967 ﹤0.01% 985
2026
Q1 		$136K Sell
740
-168
-19% -$31.4K ﹤0.01% 856
2025
Q4 		$161K Sell
908
-4
-0.4% -$700 0.01% 763
2025
Q3 		$159K Sell
912
-41
-4% -$6.98K 0.01% 758
2025
Q2 		$157K Sell
953
-59
-6% -$9.34K 0.01% 711
2025
Q1 		$163K Buy
1,012
+5
+0.5% +$817 0.01% 667
2024
Q4 		$163K Sell
1,007
-188
-16% -$31.7K 0.01% 621
2024
Q3 		$200K Sell
1,195
-161
-12% -$25.6K 0.01% 579
2024
Q2 		$204K Sell
1,356
-44
-3% -$6.68K 0.01% 463
2024
Q1 		$218K Buy
1,400
+4
+0.3% +$587 0.02% 386
2023
Q4 		$202K Sell
1,396
-117
-8% -$15.7K 0.02% 351
2023
Q3 		$198K Sell
1,513
-257
-15% -$35.6K 0.02% 325
2023
Q2 		$245K Sell
1,770
-156
-8% -$20.8K 0.02% 289
2023
Q1 		$258K Sell
1,926
-5
-0.3% -$694 0.03% 281
2022
Q4 		$261K Buy
1,931
+1,357
+236% +$182K 0.03% 265
2022
Q3 		$70K Buy
574
+1
+0.2% +$135 0.01% 399
2022
Q2 		$74K Sell
573
-116
-17% -$16.4K 0.01% 295
2022
Q1 		$103K Buy
689
+8
+1% +$1.18K 0.02% 270
2021
Q4 		$102K Buy
681
+116
+21% +$17K 0.02% 270
2021
Q3 		$79K Buy
565
+176
+45% +$25K 0.02% 238
2021
Q2 		$55K Sell
389
-30
-7% -$4.24K 0.01% 266
2021
Q1 		$56K Buy
419
+64
+18% +$8.19K 0.02% 239
2020
Q4 		$42K Buy
355
+75
+27% +$8.4K 0.01% 241
2020
Q3 		$28K Buy
280
+133
+90% +$13.5K 0.01% 271
2020
Q2 		$14K Sell
147
-1
-0.7% -$92 0.01% 336
2020
Q1 		$12K Buy
148
+14
+10% +$1.51K 0.01% 275
2019
Q4 		$16K Buy
134
+8
+6% +$922 0.01% 250
2019
Q3 		$14K Sell
126
-92
-42% -$10.2K 0.01% 266
2019
Q2 		$24K Buy
218
+118
+118% +$12.9K 0.02% 172
2019
Q1 		$11K Buy
100
+18
+22% +$1.89K 0.01% 229
2018
Q4 		$8K Buy
+82
New +$8.61K 0.01% 242

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Larson Financial Group's VOE Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.68% in Q2 2026, buying an estimated $967 and bringing the position to 745 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Larson Financial Group first reported a position in VOE in Q4 2018 and has held it in 31 quarters since. The position peaked at $261K in Q4 2022. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Larson Financial Group held 745 shares of Vanguard Morningstar Mid-Cap Value ETF worth $147K as of Q2 2026.
  • Larson Financial Group bought 5 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $967.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #985 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $261K in Q4 2022.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.