Lowery Thomas LLC
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Lowery Thomas LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Lowery Thomas LLC’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 		$380K Buy
1,945
+10
+0.5% +$2.04K 0.19% 48
2026
Q2 		$382K Buy
1,935
+9
+0.5% +$1.74K 0.19% 50
2026
Q1 		$355K Buy
1,926
+11
+0.6% +$2.06K 0.2% 48
2025
Q4 		$340K Buy
1,915
+19
+1% +$3.32K 0.19% 48
2025
Q3 		$331K Buy
1,896
+10
+0.5% +$1.7K 0.19% 49
2025
Q2 		$310K Sell
1,886
-305
-14% -$48.3K 0.2% 49
2025
Q1 		$352K Sell
2,191
-94
-4% -$15.4K 0.24% 47
2024
Q4 		$370K Sell
2,285
-225
-9% -$38K 0.24% 47
2024
Q3 		$421K Buy
2,510
+26
+1% +$4.13K 0.29% 46
2024
Q2 		$374K Sell
2,484
-498
-17% -$75.6K 0.27% 41
2024
Q1 		$465K Sell
2,982
-652
-18% -$95.7K 0.36% 39
2023
Q4 		$527K Sell
3,634
-710
-16% -$95.4K 0.45% 35
2023
Q3 		$569K Buy
4,344
+1,043
+32% +$144K 0.54% 34
2023
Q2 		$457K Buy
3,301
+51
+2% +$6.8K 0.45% 35
2023
Q1 		$436K Sell
3,250
-17
-0.5% -$2.36K 0.48% 33
2022
Q4 		$442K Buy
3,267
+1,561
+92% +$209K 0.53% 29
2022
Q3 		$208K Buy
+1,706
New +$231K 0.24% 41

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

Lowery Thomas LLC's VOE Position: Q3 2026 in Review

Lowery Thomas LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.52% in Q3 2026, buying an estimated $2.04K and bringing the position to 1,945 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #48.

Lowery Thomas LLC first reported a position in VOE in Q3 2022 and has held it in 17 quarters since. The position peaked at $569K in Q3 2023. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Lowery Thomas LLC held 1,945 shares of Vanguard Morningstar Mid-Cap Value ETF worth $380K as of Q3 2026.
  • Lowery Thomas LLC bought 10 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $2.04K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.19% of Lowery Thomas LLC's portfolio in Q3 2026, its #48 holding.
  • Lowery Thomas LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
  • Lowery Thomas LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $569K in Q3 2023.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.