Nikulski Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Nikulski Financial’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 Q2	$1.93M	Buy	9,781 +1,473	+18%	+$285K	0.42%	68
2026 Q1	$1.53M	Buy	8,308 +1,104	+15%	+$206K	0.38%	76
2025 Q4	$1.28M	Buy	7,204 +3,215	+81%	+$563K	0.31%	79
2025 Q3	$697K	Buy	3,989 +479	+14%	+$81.5K	0.18%	92
2025 Q2	$577K	Buy	3,510 +1,462	+71%	+$231K	0.16%	92
2025 Q1	$329K	Sell	2,048 -75	-4%	-$12.3K	0.1%	105
2024 Q4	$344K	Sell	2,123 -50	-2%	-$8.43K	0.1%	100
2024 Q3	$364K	Sell	2,173 -125	-5%	-$19.9K	0.11%	95
2024 Q2	$346K	Sell	2,298 -210	-8%	-$31.9K	0.11%	100
2024 Q1	$391K	Hold	2,508	–	–	0.13%	96
2023 Q4	$364K	Hold	2,508	–	–	0.13%	101
2023 Q3	$328K	Buy	2,508 +85	+4%	+$11.8K	0.14%	103
2023 Q2	$335K	Sell	2,423 -400	-14%	-$53.3K	0.14%	100
2023 Q1	$378K	Hold	2,823	–	–	0.17%	97
2022 Q4	$382K	Buy	+2,823	New	+$379K	0.18%	94
2022 Q2	–	Sell	-1,418	Closed	-$212K	–	133
2022 Q1	$212K	Sell	1,418 -185	-12%	-$27.2K	0.09%	124
2021 Q4	$241K	Hold	1,603	–	–	0.1%	110
2021 Q3	$224K	Hold	1,603	–	–	0.1%	109
2021 Q2	$224K	Sell	1,603 -830	-34%	-$117K	0.1%	115
2021 Q1	$328K	Sell	2,433 -25	-1%	-$3.2K	0.17%	96
2020 Q4	$292K	Buy	2,458 +25	+1%	+$2.8K	0.16%	98
2020 Q3	$247K	Hold	2,433	–	–	0.16%	98
2020 Q2	$233K	Buy	+2,433	New	+$223K	0.16%	99
2020 Q1	–	Sell	-2,433	Closed	-$289K	–	113
2019 Q4	$289K	Hold	2,433	–	–	0.21%	72
2019 Q3	$271K	Sell	2,433 -22	-0.9%	-$2.44K	0.23%	72
2019 Q2	$274K	Hold	2,455	–	–	0.23%	67
2019 Q1	$265K	Buy	+2,455	New	+$258K	0.26%	63
2018 Q4	–	Sell	-2,030	Closed	-$213K	–	81
2018 Q3	$213K	Sell	2,030 -345	-15%	-$39.2K	0.2%	77
2018 Q2	$262K	Sell	2,375 -170	-7%	-$18.8K	0.24%	62
2018 Q1	$278K	Buy	+2,545	New	+$286K	0.28%	59

Other funds holding VOE

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Nikulski Financial's VOE Position: Q2 2026 in Review

Nikulski Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 18% in Q2 2026, buying an estimated $285K and bringing the position to 9,781 shares worth $1.93M. The position accounts for 0.42% of the portfolio, ranked #68.

Nikulski Financial first reported a position in VOE in Q1 2018 and has held it in 30 quarters since. 558 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Nikulski Financial held 9,781 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.93M as of Q2 2026.
Nikulski Financial bought 1,473 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $285K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.42% of Nikulski Financial's portfolio in Q2 2026, its #68 holding.
Nikulski Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and has held it in 30 quarters since.
558 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.