Midwest Financial Group’s Vanguard Morningstar 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 Q2	$5.95M	Buy	30,111 +1,263	+4%	+$244K	2.09%	14
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 $1.89T 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

Midwest Financial Group's VOE Position: Q2 2026 in Review

Midwest Financial Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.4% in Q2 2026, buying an estimated $244K and bringing the position to 30,111 shares worth $5.95M. The position accounts for 2.09% of the portfolio, ranked #14.

Midwest Financial Group first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Midwest Financial Group held 30,111 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.95M as of Q2 2026.
Midwest Financial Group bought 1,263 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $244K.
Vanguard Morningstar Mid-Cap Value ETF made up 2.09% of Midwest Financial Group's portfolio in Q2 2026, its #14 holding.
Midwest Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.