Mayfair Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mayfair Advisory Group’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	$221K	Hold	1,132	–	–	0.06%	173
2026 Q2	$232K	Sell	1,132 -40	-3%	-$7.74K	0.07%	168
2026 Q1	$216K	Buy	1,172 +4	+0.3%	+$747	0.08%	165
2025 Q4	$209K	Sell	1,168 -61	-5%	-$10.7K	0.08%	170
2025 Q3	$215K	Hold	1,229	–	–	0.09%	173
2025 Q2	$206K	Buy	+1,229	New	+$195K	0.1%	172
2024 Q4	–	Sell	-1,228	Closed	-$205K	–	168
2024 Q3	$205K	Buy	+1,228	New	+$195K	0.13%	150
2022 Q2	–	Sell	-2,248	Closed	-$338K	–	126
2022 Q1	$338K	Hold	2,248	–	–	0.43%	57
2021 Q4	$339K	Hold	2,248	–	–	0.45%	53
2021 Q3	$318K	Buy	2,248 +14	+0.6%	+$1.99K	0.49%	49
2021 Q2	$314K	Buy	2,234 +367	+20%	+$51.9K	0.5%	52
2021 Q1	$254K	Buy	+1,867	New	+$239K	0.45%	65

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mayfair Advisory Group's VOE Position: Q3 2026 in Review

Mayfair Advisory Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 1,132 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #173.

Mayfair Advisory Group first reported a position in VOE in Q1 2021 and has held it in 12 quarters since. The position peaked at $339K in Q4 2021. 918 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Mayfair Advisory Group held 1,132 shares of Vanguard Morningstar Mid-Cap Value ETF worth $221K as of Q3 2026.
Mayfair Advisory Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Mayfair Advisory Group's portfolio in Q3 2026, its #173 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 12 quarters since.
Mayfair Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $339K in Q4 2021.
918 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.