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

Oxford Financial Group’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 Q1	$6.45K	Hold	35	–	–	﹤0.01%	291
2025 Q4	$6.21K	Hold	35	–	–	﹤0.01%	278
2025 Q3	$6.11K	Sell	35 -59	-63%	-$10K	﹤0.01%	272
2025 Q2	$15.5K	Sell	94 -574	-86%	-$90.9K	﹤0.01%	249
2025 Q1	$107K	Hold	668	–	–	0.01%	222
2024 Q4	$108K	Buy	668 +17	+3%	+$2.87K	0.01%	258
2024 Q3	$109K	Hold	651	–	–	0.01%	251
2024 Q2	$97.9K	Buy	+651	New	+$98.8K	0.01%	270
2021 Q1	–	Sell	-10	Closed	-$1K	–	234
2020 Q4	$1K	Buy	+10	New	+$1.12K	﹤0.01%	209

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxford Financial Group's VOE Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 35 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Oxford Financial Group first reported a position in VOE in Q4 2020 and has held it in 9 quarters since. The position peaked at $109K in Q3 2024. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Oxford Financial Group held 35 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6.45K as of Q1 2026.
Oxford Financial Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #291 holding.
Oxford Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 9 quarters since.
Oxford Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $109K in Q3 2024.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.