North Capital
VOE icon

North Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

North Capital’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 		$462K Buy
2,263
+12
+0.5% +$2.45K 0.33% 44
2026
Q2 		$445K Buy
2,251
+10
+0.4% +$1.94K 0.34% 47
2026
Q1 		$413K Buy
2,241
+12
+0.5% +$2.24K 0.35% 44
2025
Q4 		$395K Buy
2,229
+22
+1% +$3.85K 0.34% 49
2025
Q3 		$385K Buy
2,207
+12
+0.5% +$2.04K 0.3% 47
2025
Q2 		$361K Hold
2,195
– – 0.31% 45
2025
Q1 		$352K Buy
+2,195
New +$359K 0.33% 42

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

North Capital's VOE Position: Q3 2026 in Review

North Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.53% in Q3 2026, buying an estimated $2.45K and bringing the position to 2,263 shares worth $462K. The position accounts for 0.33% of the portfolio, ranked #44.

North Capital first reported a position in VOE in Q1 2025 and has held it in 7 quarters since. 860 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • North Capital held 2,263 shares of Vanguard Morningstar Mid-Cap Value ETF worth $462K as of Q3 2026.
  • North Capital bought 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $2.45K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.33% of North Capital's portfolio in Q3 2026, its #44 holding.
  • North Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.