LifePlan Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LifePlan Investment 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	$4.88M	Sell	24,692 -207	-0.8%	-$40K	1.68%	15
2026 Q1	$4.59M	Sell	24,899 -927	-4%	-$173K	1.8%	16
2025 Q4	$4.58M	Buy	25,826 +371	+1%	+$64.9K	1.87%	17
2025 Q3	$4.44M	Buy	25,455 +1,132	+5%	+$193K	1.86%	18
2025 Q2	$4M	Sell	24,323 -44	-0.2%	-$6.97K	1.99%	17
2025 Q1	$3.91M	Buy	24,367 +399	+2%	+$65.2K	2.25%	15
2024 Q4	$3.88M	Sell	23,968 -753	-3%	-$127K	2.4%	12
2024 Q3	$4.14M	Sell	24,721 -18	-0.1%	-$2.86K	2.65%	9
2024 Q2	$3.72M	Buy	24,739 +849	+4%	+$129K	2.68%	9
2024 Q1	$3.72M	Sell	23,890 -10,608	-31%	-$1.56M	2.97%	8
2023 Q4	$5M	Buy	34,498 +997	+3%	+$134K	4.58%	5
2023 Q3	$4.39M	Buy	33,501 +1,158	+4%	+$160K	4.66%	5
2023 Q2	$4.48M	Buy	+32,343	New	+$4.31M	5%	4

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

LifePlan Investment Advisors's VOE Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.83% in Q2 2026, selling an estimated $40K and leaving 24,692 shares worth $4.88M. The position accounts for 1.68% of the portfolio, ranked #15.

LifePlan Investment Advisors first reported a position in VOE in Q2 2023 and has held it in 13 quarters since. The position peaked at $5M in Q4 2023. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

LifePlan Investment Advisors held 24,692 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.88M as of Q2 2026.
LifePlan Investment Advisors sold 207 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $40K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.68% of LifePlan Investment Advisors's portfolio in Q2 2026, its #15 holding.
LifePlan Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5M in Q4 2023.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.