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May Barnhard Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

May Barnhard Investments’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 		$7.65M Buy
38,697
+626
+2% +$121K 3.09% 10
2026
Q1 		$7.02M Sell
38,071
-24
-0.1% -$4.48K 3.41% 9
2025
Q4 		$6.76M Buy
38,095
+373
+1% +$65.3K 3.19% 8
2025
Q3 		$6.59M Buy
37,722
+1,752
+5% +$298K 3.05% 8
2025
Q2 		$5.92M Buy
35,970
+460
+1% +$72.8K 2.76% 8
2025
Q1 		$5.7M Buy
35,510
+712
+2% +$116K 2.84% 10
2024
Q4 		$5.63M Buy
34,798
+962
+3% +$162K 2.68% 14
2024
Q3 		$5.67M Buy
33,836
+4,851
+17% +$771K 2.77% 14
2024
Q2 		$4.36M Buy
28,985
+2,837
+11% +$431K 2.25% 17
2024
Q1 		$4.08M Sell
26,148
-947
-3% -$139K 2.04% 19
2023
Q4 		$3.93M Buy
+27,095
New +$3.64M 2.02% 18

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

May Barnhard Investments's VOE Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2026, buying an estimated $121K and bringing the position to 38,697 shares worth $7.65M. The position accounts for 3.09% of the portfolio, ranked #10.

May Barnhard Investments first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • May Barnhard Investments held 38,697 shares of Vanguard Morningstar Mid-Cap Value ETF worth $7.65M as of Q2 2026.
  • May Barnhard Investments bought 626 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 3.09% of May Barnhard Investments's portfolio in Q2 2026, its #10 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.