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McClarren Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

McClarren Financial Advisors’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 		$932K Buy
4,718
+128
+3% +$24.8K 0.48% 37
2026
Q1 		$846K Buy
4,590
+2,415
+111% +$451K 0.5% 36
2025
Q4 		$812K Sell
2,175
-1,995
-48% -$349K 0.48% 39
2025
Q3 		$863K Sell
4,170
-1,307
-24% -$222K 0.53% 37
2025
Q2 		$901K Buy
5,477
+494
+10% +$78.2K 0.59% 36
2025
Q1 		$930K Buy
+4,983
New +$815K 0.61% 29
2024
Q4 		– Sell
-4,979
Closed -$547K – 312
2024
Q3 		$547K Buy
4,979
+3,926
+373% +$624K 0.07% 50
2024
Q2 		$841K Sell
1,053
-4,541
-81% -$689K 0.59% 30
2024
Q1 		$873K Buy
5,594
+40
+0.7% +$5.87K 0.63% 28
2023
Q4 		$805K Buy
5,554
+2,489
+81% +$334K 0.61% 28
2023
Q3 		$400K Buy
3,065
+17
+0.6% +$2.35K 0.35% 47
2023
Q2 		$421K Buy
3,048
+1,608
+112% +$214K 0.35% 49
2023
Q1 		$192K Buy
1,440
+6
+0.4% +$832 0.17% 67
2022
Q4 		$194K Buy
1,434
+1,106
+337% +$148K 0.18% 66
2022
Q3 		$39K Buy
+328
New +$44.4K 0.04% 157
2022
Q2 		– Sell
-325
Closed -$48K – 275
2022
Q1 		$48K Buy
325
+1
+0.3% +$147 0.03% 129
2021
Q4 		$49K Buy
324
+3
+0.9% +$441 0.03% 142
2021
Q3 		$44K Buy
321
+1
+0.3% +$142 0.03% 125
2021
Q2 		$45K Buy
320
+1
+0.3% +$141 0.04% 127
2021
Q1 		$43K Buy
319
+2
+0.6% +$256 0.04% 118
2020
Q4 		$37K Buy
+317
New +$35.5K 0.04% 116

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McClarren Financial Advisors's VOE Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.8% in Q2 2026, buying an estimated $24.8K and bringing the position to 4,718 shares worth $932K. The position accounts for 0.48% of the portfolio, ranked #37.

McClarren Financial Advisors first reported a position in VOE in Q4 2020 and has held it in 21 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • McClarren Financial Advisors held 4,718 shares of Vanguard Morningstar Mid-Cap Value ETF worth $932K as of Q2 2026.
  • McClarren Financial Advisors bought 128 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $24.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.48% of McClarren Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.