Peak Retirement Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Peak Retirement 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	$11.4M	Buy	57,532 +6,435	+13%	+$1.25M	1.8%	14
2026 Q1	$9.42M	Buy	51,097 +25,153	+97%	+$4.7M	1.88%	14
2025 Q4	$4.6M	Buy	25,944 +10,662	+70%	+$1.87M	1.08%	20
2025 Q3	$2.67M	Buy	15,282 +688	+5%	+$117K	0.75%	25
2025 Q2	$2.4M	Sell	14,594 -1,247	-8%	-$197K	0.97%	19
2025 Q1	$2.54M	Sell	15,841 -434	-3%	-$71K	1.41%	16
2024 Q4	$2.63M	Buy	+16,275	New	+$2.75M	1.78%	15

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

Peak Retirement Planning's VOE Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, buying an estimated $1.25M and bringing the position to 57,532 shares worth $11.4M. The position accounts for 1.8% of the portfolio, ranked #14.

Peak Retirement Planning first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Peak Retirement Planning held 57,532 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.4M as of Q2 2026.
Peak Retirement Planning bought 6,435 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.25M.
Vanguard Morningstar Mid-Cap Value ETF made up 1.8% of Peak Retirement Planning's portfolio in Q2 2026, its #14 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.