Meredith Wealth Planning
VOE icon

Meredith Wealth Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Meredith Wealth Planning’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 		$234K Hold
1,198
– – 0.06% 75
2026
Q2 		$237K Hold
1,198
– – 0.06% 70
2026
Q1 		$221K Hold
1,198
– – 0.06% 66
2025
Q4 		$212K Sell
1,198
-68
-5% -$11.9K 0.06% 60
2025
Q3 		$221K Hold
1,266
– – 0.07% 61
2025
Q2 		$208K Buy
+1,266
New +$200K 0.08% 58

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
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
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
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
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Meredith Wealth Planning's VOE Position: Q3 2026 in Review

Meredith Wealth Planning held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 1,198 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #75.

Meredith Wealth Planning first reported a position in VOE in Q2 2025 and has held it in 6 quarters since. The position peaked at $237K in Q2 2026. 424 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Meredith Wealth Planning held 1,198 shares of Vanguard Morningstar Mid-Cap Value ETF worth $234K as of Q3 2026.
  • Meredith Wealth Planning 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 Meredith Wealth Planning's portfolio in Q3 2026, its #75 holding.
  • Meredith Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Meredith Wealth Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $237K in Q2 2026.
  • 424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.