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MJT & Associates Financial Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

MJT & Associates Financial Advisory’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 		$1.69M Hold
8,628
– – 1.09% 12
2026
Q2 		$1.7M Hold
8,628
– – 1.13% 12
2026
Q1 		$1.59M Hold
8,628
– – 1.17% 11
2025
Q4 		$1.53M Hold
8,628
– – 1.14% 12
2025
Q3 		$1.51M Sell
8,628
-20
-0.2% -$3.4K 1.23% 11
2025
Q2 		$1.42M Sell
8,648
-92
-1% -$14.6K 1.76% 9
2025
Q1 		$1.4M Buy
+8,740
New +$1.43M 1.35% 14

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

MJT & Associates Financial Advisory's VOE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 8,628 shares worth $1.69M. The position accounts for 1.09% of the portfolio, ranked #12.

MJT & Associates Financial Advisory first reported a position in VOE in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2026. 49 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • MJT & Associates Financial Advisory held 8,628 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.69M as of Q3 2026.
  • MJT & Associates Financial Advisory left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.09% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #12 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.7M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.