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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
Q3 		$902K Sell
4,615
-103
-2% -$21.1K 0.46% 38
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
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
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

McClarren Financial Advisors's VOE Position: Q3 2026 in Review

McClarren Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.2% in Q3 2026, selling an estimated $21.1K and leaving 4,615 shares worth $902K. The position accounts for 0.46% of the portfolio, ranked #38.

McClarren Financial Advisors first reported a position in VOE in Q4 2020 and has held it in 22 quarters since. The position peaked at $932K in Q2 2026. 198 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • McClarren Financial Advisors held 4,615 shares of Vanguard Morningstar Mid-Cap Value ETF worth $902K as of Q3 2026.
  • McClarren Financial Advisors sold 103 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $21.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.46% of McClarren Financial Advisors's portfolio in Q3 2026, its #38 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $932K in Q2 2026.
  • 198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.