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Olistico Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Olistico Wealth’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 		$84.1K Hold
430
– – 0.04% 136
2026
Q2 		$85K Hold
430
– – 0.04% 131
2026
Q1 		$79.2K Hold
430
– – 0.04% 136
2025
Q4 		$76.3K Buy
+430
New +$75.3K 0.04% 130
2025
Q3 		– Sell
-430
Closed -$70.7K – 331
2025
Q2 		$70.7K Hold
430
– – 0.04% 142
2025
Q1 		$69K Hold
430
– – 0.04% 142
2024
Q4 		$69.6K Hold
430
– – 0.04% 143
2024
Q3 		$72.1K Hold
430
– – 0.04% 142
2024
Q2 		$64.7K Buy
+430
New +$65.3K 0.04% 146

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
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
DM
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
AC
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
EA
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

Olistico Wealth's VOE Position: Q3 2026 in Review

Olistico Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 430 shares worth $84.1K. The position accounts for 0.04% of the portfolio, ranked #136.

Olistico Wealth first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $85K in Q2 2026. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Olistico Wealth held 430 shares of Vanguard Morningstar Mid-Cap Value ETF worth $84.1K as of Q3 2026.
  • Olistico Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #136 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $85K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.