Noble Wealth Management PBC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Noble Wealth Management PBC’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	$183K	Sell	937 -120	-11%	-$24.5K	0.08%	166
2026 Q2	$209K	Sell	1,057 -50	-5%	-$9.67K	0.09%	157
2026 Q1	$204K	Sell	1,107 -194	-15%	-$36.2K	0.1%	141
2025 Q4	$231K	Sell	1,301 -17	-1%	-$2.98K	0.12%	137
2025 Q3	$230K	Buy	+1,318	New	+$224K	0.12%	129
2025 Q1	$214K	Hold	1,333	–	–	0.15%	125
2024 Q4	$216K	Buy	+1,333	New	+$225K	0.15%	115

Other funds holding VOE

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

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

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

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

Noble Wealth Management PBC's VOE Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q3 2026, selling an estimated $24.5K and leaving 937 shares worth $183K. The position accounts for 0.08% of the portfolio, ranked #166.

Noble Wealth Management PBC first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $231K in Q4 2025. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Noble Wealth Management PBC held 937 shares of Vanguard Morningstar Mid-Cap Value ETF worth $183K as of Q3 2026.
Noble Wealth Management PBC sold 120 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $24.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Noble Wealth Management PBC's portfolio in Q3 2026, its #166 holding.
Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $231K in Q4 2025.
52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.