LMG Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LMG Wealth Partners’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	$446K	Buy	2,258 +11	+0.5%	+$2.13K	0.07%	130
2026 Q1	$414K	Buy	2,247 +12	+0.5%	+$2.24K	0.08%	122
2025 Q4	$396K	Buy	2,235 +23	+1%	+$4.03K	0.07%	121
2025 Q3	$386K	Buy	2,212 +11	+0.5%	+$1.87K	0.07%	119
2025 Q2	$362K	Hold	2,201	–	–	0.07%	111
2025 Q1	$353K	Buy	2,201 +15	+0.7%	+$2.45K	0.08%	108
2024 Q4	$354K	Buy	2,186 +13	+0.6%	+$2.19K	0.08%	104
2024 Q3	$364K	Buy	2,173 +23	+1%	+$3.66K	0.08%	97
2024 Q2	$323K	Hold	2,150	–	–	0.08%	100
2024 Q1	$335K	Hold	2,150	–	–	0.08%	101
2023 Q4	$312K	Sell	2,150 -300	-12%	-$40.3K	0.09%	86
2023 Q3	$321K	Hold	2,450	–	–	0.1%	84
2023 Q2	$339K	Hold	2,450	–	–	0.1%	84
2023 Q1	$328K	Hold	2,450	–	–	0.11%	86
2022 Q4	$348K	Buy	+2,450	New	+$329K	0.12%	85

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

LMG Wealth Partners's VOE Position: Q2 2026 in Review

LMG Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.49% in Q2 2026, buying an estimated $2.13K and bringing the position to 2,258 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #130.

LMG Wealth Partners first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

LMG Wealth Partners held 2,258 shares of Vanguard Morningstar Mid-Cap Value ETF worth $446K as of Q2 2026.
LMG Wealth Partners bought 11 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.13K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of LMG Wealth Partners's portfolio in Q2 2026, its #130 holding.
LMG Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.