Next Level Wealth Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Next Level Wealth Planning’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	$51.8K	Buy	+265	New	+$54.2K	0.02%	170

Other funds holding VOE

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Next Level Wealth Planning's VOE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 265 shares worth $51.8K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

808 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Next Level Wealth Planning held 265 shares of Vanguard Morningstar Mid-Cap Value ETF worth $51.8K as of Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #170 holding.
808 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.