Partners in Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Partners in Financial Planning’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	$201K	Buy	+1,017	New	+$197K	0.03%	131
2025 Q4	–	Sell	-1,353	Closed	-$236K	–	119
2025 Q3	$236K	Buy	1,353 +4	+0.3%	+$681	0.04%	104
2025 Q2	$222K	Hold	1,349	–	–	0.04%	102
2025 Q1	$217K	Buy	1,349 +7	+0.5%	+$1.14K	0.04%	99
2024 Q4	$217K	Buy	+1,342	New	+$226K	0.04%	102

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Partners in Financial Planning's VOE Position: Q2 2026 in Review

Partners in Financial Planning opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,017 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in VOE as recently as Q3 2025.

Partners in Financial Planning first reported a position in VOE in Q4 2024 and has held it in 5 quarters since. The position peaked at $236K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Partners in Financial Planning held 1,017 shares of Vanguard Morningstar Mid-Cap Value ETF worth $201K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Partners in Financial Planning position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Partners in Financial Planning's portfolio in Q2 2026, its #131 holding.
Partners in Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
Partners in Financial Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $236K in Q3 2025.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.