Leading Edge Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Leading Edge Financial Planning’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	–	Sell	-13,260	Closed	-$2.44M	–	84
2026 Q1	$2.44M	Buy	13,260 +2,797	+27%	+$523K	0.51%	17
2025 Q4	$1.86M	Buy	+10,463	New	+$1.83M	0.42%	18
2025 Q1	–	Sell	-6,222	Closed	-$1.01M	–	59
2024 Q4	$1.01M	Sell	6,222 -5,808	-48%	-$980K	0.33%	23
2024 Q3	$2.02M	Sell	12,030 -1,179	-9%	-$187K	0.68%	16
2024 Q2	$1.99M	Buy	+13,209	New	+$2M	0.8%	15

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Leading Edge Financial Planning's VOE Position: Q2 2026 in Review

Leading Edge Financial Planning sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 13,260 shares — an estimated $2.44M sold.

Leading Edge Financial Planning first reported a position in VOE in Q2 2024 and held it in 5 quarters. The position peaked at $2.44M in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Leading Edge Financial Planning reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Leading Edge Financial Planning sold 13,260 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.44M.
Leading Edge Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and held it in 5 quarters.
Leading Edge Financial Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.44M in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.