Midwest Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Midwest Trust’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	$10.5M	Sell	53,839 -774	-1%	-$158K	0.12%	148
2026 Q2	$10.8M	Sell	54,613 -3,069	-5%	-$594K	0.12%	150
2026 Q1	$10.6M	Buy	57,682 +329	+0.6%	+$61.5K	0.13%	147
2025 Q4	$10.2M	Buy	57,353 +2,724	+5%	+$477K	0.13%	153
2025 Q3	$9.5M	Buy	54,629 +1,410	+3%	+$240K	0.12%	149
2025 Q2	$8.75M	Buy	+53,219	New	+$8.43M	0.12%	160

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

Midwest Trust's VOE Position: Q3 2026 in Review

Midwest Trust reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q3 2026, selling an estimated $158K and leaving 53,839 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #148.

Midwest Trust first reported a position in VOE in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.8M in Q2 2026. 424 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Midwest Trust held 53,839 shares of Vanguard Morningstar Mid-Cap Value ETF worth $10.5M as of Q3 2026.
Midwest Trust sold 774 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $158K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Midwest Trust's portfolio in Q3 2026, its #148 holding.
Midwest Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Vanguard Morningstar Mid-Cap Value ETF position peaked at $10.8M in Q2 2026.
424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.