Planning Project LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Planning Project LLC’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
2025 Q4	$11.8K	Buy	+66	New	+$11.6K	﹤0.01%	101

Other funds holding VOE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Planning Project LLC's VOE Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025: 66 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #101 among its holdings.

1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Planning Project LLC held 66 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.8K as of Q4 2025.
Vanguard Morningstar Mid-Cap Value ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #101 holding.
1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.