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

Meriwether 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	$296K	Hold	1,514	–	–	0.13%	91
2026 Q2	$299K	Buy	1,514 +109	+8%	+$21.1K	0.15%	92
2026 Q1	$259K	Buy	1,405 +21	+2%	+$3.92K	0.14%	99
2025 Q4	$245K	Hold	1,384	–	–	0.14%	105
2025 Q3	$242K	Hold	1,384	–	–	0.14%	108
2025 Q2	$228K	Hold	1,384	–	–	0.14%	111
2025 Q1	$222K	Sell	1,384 -142	-9%	-$23.2K	0.15%	110
2024 Q4	$247K	Buy	+1,526	New	+$257K	0.18%	99

Other funds holding VOE

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

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

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Meriwether Wealth & Planning's VOE Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 1,514 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #91.

Meriwether Wealth & Planning first reported a position in VOE in Q4 2024 and has held it in 8 quarters since. The position peaked at $299K in Q2 2026. 387 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Meriwether Wealth & Planning held 1,514 shares of Vanguard Morningstar Mid-Cap Value ETF worth $296K as of Q3 2026.
Meriwether Wealth & Planning left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #91 holding.
Meriwether Wealth & Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $299K in Q2 2026.
387 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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