Pacific Center for Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pacific Center for Financial Services’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	$174K	Hold	879	–	–	0.04%	108
2026 Q1	$162K	Sell	879 -302	-26%	-$56.4K	0.04%	108
2025 Q4	$206K	Hold	1,181	–	–	0.05%	96
2025 Q3	$206K	Sell	1,181 -28	-2%	-$4.76K	0.05%	96
2025 Q2	$199K	Hold	1,209	–	–	0.05%	99
2025 Q1	$194K	Buy	1,209 +2	+0.2%	+$327	0.05%	97
2024 Q4	$195K	Buy	1,207 +1	+0.1%	+$169	0.05%	92
2024 Q3	$202K	Buy	1,206 +3	+0.2%	+$477	0.05%	91
2024 Q2	$181K	Sell	1,203 -375	-24%	-$56.9K	0.05%	92
2024 Q1	$246K	Sell	1,578 -199	-11%	-$29.2K	0.07%	73
2023 Q4	$258K	Sell	1,777 -86,423	-98%	-$11.6M	0.08%	66
2023 Q3	$11.6M	Sell	88,200 -328	-0.4%	-$45.4K	3.92%	7
2023 Q2	$12.3M	Sell	88,528 -223	-0.3%	-$29.7K	4.03%	8
2023 Q1	$11.9M	Buy	+88,751	New	+$12.3M	4.1%	8
2022 Q3	$10.4M	Sell	85,170 -1,039	-1%	-$141K	4.06%	8
2022 Q2	$11.2M	Sell	86,209 -128	-0.1%	-$18.1K	4.61%	7
2022 Q1	$12.9M	Buy	86,337 +86,280	+151,368%	+$12.7M	4.62%	7
2021 Q4	$9K	Hold	57	–	–	﹤0.01%	294
2021 Q3	$8K	Hold	57	–	–	﹤0.01%	303
2021 Q2	$8K	Hold	57	–	–	﹤0.01%	278
2021 Q1	$8K	Hold	57	–	–	﹤0.01%	262
2020 Q4	$7K	Hold	57	–	–	﹤0.01%	261
2020 Q3	$6K	Hold	57	–	–	﹤0.01%	245
2020 Q2	$5K	Hold	57	–	–	﹤0.01%	241
2020 Q1	$5K	Hold	57	–	–	﹤0.01%	229
2019 Q4	$7K	Hold	57	–	–	﹤0.01%	235
2019 Q3	$6K	Hold	57	–	–	﹤0.01%	250
2019 Q2	$6K	Hold	57	–	–	﹤0.01%	250
2019 Q1	$6K	Hold	57	–	–	﹤0.01%	249
2018 Q4	$5K	Buy	+57	New	+$5.98K	﹤0.01%	256

Other funds holding VOE

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SGAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Pacific Center for Financial Services's VOE Position: Q2 2026 in Review

Pacific Center for Financial Services held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 879 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #108.

Pacific Center for Financial Services first reported a position in VOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.9M in Q1 2022. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Pacific Center for Financial Services held 879 shares of Vanguard Morningstar Mid-Cap Value ETF worth $174K as of Q2 2026.
Pacific Center for Financial Services left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Pacific Center for Financial Services's portfolio in Q2 2026, its #108 holding.
Pacific Center for Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
Pacific Center for Financial Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $12.9M in Q1 2022.
850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.