Net Worth Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Net Worth Advisory 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 Q3	$829K	Buy	4,202 +108	+3%	+$22.1K	0.21%	122
2026 Q2	$809K	Sell	4,094 -8,221	-67%	-$1.59M	0.2%	115
2026 Q1	$2.27M	Buy	12,315 +728	+6%	+$136K	0.47%	43
2025 Q4	$2.06M	Buy	11,587 +8,431	+267%	+$1.48M	0.42%	52
2025 Q3	$551K	Sell	3,156 -7,611	-71%	-$1.3M	0.16%	149
2025 Q2	$1.77M	Buy	10,767 +7,672	+248%	+$1.21M	0.39%	56
2025 Q1	$497K	Buy	3,095 +285	+10%	+$46.6K	0.16%	159
2024 Q4	$455K	Buy	2,810 +58	+2%	+$9.8K	0.14%	184
2024 Q3	$461K	Buy	+2,752	New	+$437K	0.14%	185

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Net Worth Advisory Group's VOE Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.6% in Q3 2026, buying an estimated $22.1K and bringing the position to 4,202 shares worth $829K. The position accounts for 0.21% of the portfolio, ranked #122.

Net Worth Advisory Group first reported a position in VOE in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q1 2026. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Net Worth Advisory Group held 4,202 shares of Vanguard Morningstar Mid-Cap Value ETF worth $829K as of Q3 2026.
Net Worth Advisory Group bought 108 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $22.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Net Worth Advisory Group's portfolio in Q3 2026, its #122 holding.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.27M in Q1 2026.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.