Midwest Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Midwest Financial Group’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 Q1	$5.32M	Buy	28,848 +115	+0.4%	+$21.5K	2.27%	12
2025 Q4	$5.1M	Buy	28,733 +672	+2%	+$118K	2.25%	13
2025 Q3	$4.9M	Buy	28,061 +162	+0.6%	+$27.6K	2.34%	11
2025 Q2	$4.59M	Buy	27,899 +441	+2%	+$69.8K	2.41%	12
2025 Q1	$4.41M	Buy	27,458 +751	+3%	+$123K	2.56%	11
2024 Q4	$4.32M	Buy	26,707 +1,480	+6%	+$250K	2.48%	11
2024 Q3	$4.23M	Sell	25,227 -781	-3%	-$124K	2.48%	11
2024 Q2	$3.91M	Buy	26,008 +574	+2%	+$87.1K	2.49%	12
2024 Q1	$3.96M	Buy	25,434 +282	+1%	+$41.4K	2.66%	10
2023 Q4	$3.65M	Buy	25,152 +2,367	+10%	+$318K	2.72%	9
2023 Q3	$2.98M	Buy	22,785 +3,071	+16%	+$425K	2.53%	10
2023 Q2	$2.73M	Buy	19,714 +1,048	+6%	+$140K	2.31%	11
2023 Q1	$2.5M	Buy	+18,666	New	+$2.59M	2.31%	12

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Midwest Financial Group's VOE Position: Q1 2026 in Review

Midwest Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.4% in Q1 2026, buying an estimated $21.5K and bringing the position to 28,848 shares worth $5.32M. The position accounts for 2.27% of the portfolio, ranked #12.

Midwest Financial Group first reported a position in VOE in Q1 2023 and has held it in 13 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Midwest Financial Group held 28,848 shares of Vanguard Mid-Cap Value ETF worth $5.32M as of Q1 2026.
Midwest Financial Group bought 115 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $21.5K.
Vanguard Mid-Cap Value ETF made up 2.27% of Midwest Financial Group's portfolio in Q1 2026, its #12 holding.
Midwest Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.