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

Maltin 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 		$7.35M Buy
37,578
+3,922
+12% +$802K 2.38% 9
2026
Q2 		$6.65M Buy
33,656
+919
+3% +$178K 2.22% 11
2026
Q1 		$6.03M Buy
32,737
+610
+2% +$114K 2.31% 10
2025
Q4 		$5.7M Buy
32,127
+746
+2% +$131K 2.27% 10
2025
Q3 		$5.48M Buy
31,381
+559
+2% +$95.1K 2.27% 10
2025
Q2 		$5.07M Buy
30,822
+1,132
+4% +$179K 2.28% 10
2025
Q1 		$4.77M Buy
29,690
+893
+3% +$146K 2.24% 12
2024
Q4 		$4.66M Buy
28,797
+2,049
+8% +$346K 2.29% 10
2024
Q3 		$4.48M Buy
26,748
+1,800
+7% +$286K 2.18% 11
2024
Q2 		$3.75M Buy
24,948
+1,132
+5% +$172K 2.02% 11
2024
Q1 		$3.71M Buy
23,816
+3,253
+16% +$478K 2.09% 11
2023
Q4 		$2.98M Buy
20,563
+76
+0.4% +$10.2K 1.9% 12
2023
Q3 		$2.68M Buy
20,487
+204
+1% +$28.3K 1.87% 11
2023
Q2 		$2.81M Sell
20,283
-226
-1% -$30.1K 1.98% 12
2023
Q1 		$2.75M Buy
20,509
+482
+2% +$66.9K 1.98% 13
2022
Q4 		$2.71M Buy
20,027
+369
+2% +$49.5K 1.97% 11
2022
Q3 		$2.39M Buy
19,658
+715
+4% +$96.8K 1.89% 11
2022
Q2 		$2.45M Sell
18,943
-1,485
-7% -$210K 1.77% 10
2022
Q1 		$3.06M Buy
20,428
+87
+0.4% +$12.8K 2.02% 9
2021
Q4 		$3.06M Buy
20,341
+2,121
+12% +$311K 1.84% 13
2021
Q3 		$2.54M Buy
18,220
+621
+4% +$88.2K 1.56% 16
2021
Q2 		$2.47M Buy
17,599
+1,140
+7% +$161K 1.5% 20
2021
Q1 		$2.22M Buy
16,459
+697
+4% +$89.2K 1.44% 18
2020
Q4 		$1.88M Sell
15,762
-823
-5% -$92.2K 1.31% 21
2020
Q3 		$1.68M Sell
16,585
-425
-2% -$43.1K 1.2% 24
2020
Q2 		$1.63M Sell
17,010
-859
-5% -$78.8K 1.23% 27
2020
Q1 		$1.45M Buy
17,869
+17,746
+14,428% +$1.91M 1.23% 26
2019
Q4 		$15K Buy
+123
New +$14.2K 0.01% 101

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Maltin Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 12% in Q3 2026, buying an estimated $802K and bringing the position to 37,578 shares worth $7.35M. The position accounts for 2.38% of the portfolio, ranked #9.

Maltin Wealth Management first reported a position in VOE in Q4 2019 and has held it in 28 quarters since. 130 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Maltin Wealth Management held 37,578 shares of Vanguard Morningstar Mid-Cap Value ETF worth $7.35M as of Q3 2026.
  • Maltin Wealth Management bought 3,922 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $802K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.38% of Maltin Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Maltin Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
  • 130 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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