Lodestone Wealth Management
VOE icon

Lodestone Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Lodestone Wealth Management’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
Q3 		$308K Buy
1,577
+1
+0.1% +$205 0.1% 150
2026
Q2 		$311K Sell
1,576
-1
-0.1% -$193 0.11% 150
2026
Q1 		$291K Hold
1,577
– – 0.12% 147
2025
Q4 		$280K Buy
1,577
+64
+4% +$11.2K 0.11% 147
2025
Q3 		$264K Buy
1,513
+59
+4% +$10K 0.12% 151
2025
Q2 		$239K Buy
1,454
+5
+0.3% +$792 0.12% 152
2025
Q1 		$233K Sell
1,449
-6
-0.4% -$981 0.12% 144
2024
Q4 		$235K Hold
1,455
– – 0.12% 136
2024
Q3 		$244K Sell
1,455
-1,160
-44% -$184K 0.12% 132
2024
Q2 		$393K Buy
2,615
+3
+0.1% +$455 0.21% 107
2024
Q1 		$407K Buy
2,612
+5
+0.2% +$734 0.21% 107
2023
Q4 		$378K Buy
2,607
+6
+0.2% +$806 0.22% 106
2023
Q3 		$341K Sell
2,601
-294
-10% -$40.7K 0.24% 95
2023
Q2 		$401K Sell
2,895
-170
-6% -$22.7K 0.27% 89
2023
Q1 		$411K Sell
3,065
-8
-0.3% -$1.11K 0.32% 82
2022
Q4 		$416K Buy
+3,073
New +$412K 0.34% 73

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lodestone Wealth Management's VOE Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.06% in Q3 2026, buying an estimated $205 and bringing the position to 1,577 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #150.

Lodestone Wealth Management first reported a position in VOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $416K in Q4 2022. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Lodestone Wealth Management held 1,577 shares of Vanguard Morningstar Mid-Cap Value ETF worth $308K as of Q3 2026.
  • Lodestone Wealth Management bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q3 2026, an estimated $205.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Lodestone Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $416K in Q4 2022.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.