Legacy Financial Group (Iowa)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Legacy Financial Group (Iowa)’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	$900K	Sell	4,556 -252	-5%	-$48.8K	0.1%	70
2026 Q1	$886K	Buy	4,808 +2	+0%	+$374	0.11%	64
2025 Q4	$909K	Sell	4,806 -86	-2%	-$15.1K	0.11%	64
2025 Q3	$854K	Buy	4,892 +2	+0%	+$340	0.11%	61
2025 Q2	$804K	Buy	4,890 +246	+5%	+$39K	0.11%	60
2025 Q1	$746K	Sell	4,644 -488	-10%	-$79.8K	0.11%	56
2024 Q4	$830K	Buy	+5,132	New	+$866K	0.13%	53
2024 Q3	–	Sell	-4,711	Closed	-$709K	–	99
2024 Q2	$709K	Sell	4,711 -174	-4%	-$26.4K	0.14%	58
2024 Q1	$762K	Buy	+4,885	New	+$717K	0.15%	53
2023 Q4	–	Sell	-4,989	Closed	-$653K	–	497
2023 Q3	$653K	Buy	+4,989	New	+$691K	0.15%	54
2021 Q2	–	Sell	-10,818	Closed	-$1.46M	–	70
2021 Q1	$1.46M	Sell	10,818 -3,010	-22%	-$385K	0.51%	35
2020 Q4	$1.65M	Buy	+13,828	New	+$1.55M	0.63%	33

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

Legacy Financial Group (Iowa)'s VOE Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.2% in Q2 2026, selling an estimated $48.8K and leaving 4,556 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #70.

Legacy Financial Group (Iowa) first reported a position in VOE in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.65M in Q4 2020. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Legacy Financial Group (Iowa) held 4,556 shares of Vanguard Morningstar Mid-Cap Value ETF worth $900K as of Q2 2026.
Legacy Financial Group (Iowa) sold 252 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $48.8K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #70 holding.
Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 12 quarters since.
Legacy Financial Group (Iowa)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.65M in Q4 2020.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.