Lauterbach Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Lauterbach Financial Advisors’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	$679K	Buy	3,439 +1	+0%	+$193	0.29%	45
2026 Q1	$634K	Sell	3,438 -103	-3%	-$19.2K	0.31%	42
2025 Q4	$628K	Buy	3,541 +1	+0%	+$175	0.31%	39
2025 Q3	$618K	Hold	3,540	–	–	0.31%	42
2025 Q2	$582K	Hold	3,540	–	–	0.32%	41
2025 Q1	$568K	Buy	+3,540	New	+$579K	0.35%	39

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

Lauterbach Financial Advisors's VOE Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.03% in Q2 2026, buying an estimated $193 and bringing the position to 3,439 shares worth $679K. The position accounts for 0.29% of the portfolio, ranked #45.

Lauterbach Financial Advisors first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Lauterbach Financial Advisors held 3,439 shares of Vanguard Morningstar Mid-Cap Value ETF worth $679K as of Q2 2026.
Lauterbach Financial Advisors bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.29% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #45 holding.
Lauterbach Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.