Michels Family Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Michels Family Financial’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	$2.47M	Buy	12,484 +352	+3%	+$68.1K	1.58%	12
2026 Q1	$2.24M	Buy	12,132 +128	+1%	+$23.9K	1.61%	14
2025 Q4	$2.13M	Buy	12,004 +289	+2%	+$50.6K	1.56%	13
2025 Q3	$2.05M	Buy	11,715 +30	+0.3%	+$5.1K	1.59%	13
2025 Q2	$1.92M	Buy	11,685 +117	+1%	+$18.5K	1.64%	14
2025 Q1	$1.86M	Buy	11,568 +101	+0.9%	+$16.5K	1.68%	12
2024 Q4	$1.86M	Buy	+11,467	New	+$1.93M	1.7%	14

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Michels Family Financial's VOE Position: Q2 2026 in Review

Michels Family Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.9% in Q2 2026, buying an estimated $68.1K and bringing the position to 12,484 shares worth $2.47M. The position accounts for 1.58% of the portfolio, ranked #12.

Michels Family Financial first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Michels Family Financial held 12,484 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.47M as of Q2 2026.
Michels Family Financial bought 352 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $68.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.58% of Michels Family Financial's portfolio in Q2 2026, its #12 holding.
Michels Family Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.