Monument Group Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Monument Group Wealth Advisors’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	$201K	Buy	+1,091	New	+$204K	0.11%	42

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

Monument Group Wealth Advisors's VOE Position: Q1 2026 in Review

Monument Group Wealth Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 1,091 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #42 among its holdings.

1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Monument Group Wealth Advisors held 1,091 shares of Vanguard Mid-Cap Value ETF worth $201K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Monument Group Wealth Advisors position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.11% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #42 holding.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.