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Plante Moran Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Plante Moran Financial Advisors’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 		$476K Sell
2,411
-1,053
-30% -$204K 0.02% 97
2026
Q1 		$638K Buy
3,464
+1,032
+42% +$193K 0.04% 74
2025
Q4 		$431K Hold
2,432
– – 0.03% 104
2025
Q3 		$425K Sell
2,432
-5
-0.2% -$851 0.03% 99
2025
Q2 		$401K Buy
2,437
+22
+0.9% +$3.48K 0.03% 99
2025
Q1 		$388K Buy
2,415
+9
+0.4% +$1.47K 0.03% 104
2024
Q4 		$389K Buy
2,406
+278
+13% +$46.9K 0.03% 103
2024
Q3 		$357K Hold
2,128
– – 0.03% 115
2024
Q2 		$320K Sell
2,128
-102
-5% -$15.5K 0.03% 120
2024
Q1 		$348K Sell
2,230
-56
-2% -$8.22K 0.04% 109
2023
Q4 		$331K Hold
2,286
– – 0.03% 114
2023
Q3 		$299K Sell
2,286
-13
-0.6% -$1.8K 0.04% 111
2023
Q2 		$318K Sell
2,299
-403
-15% -$53.7K 0.04% 108
2023
Q1 		$362K Buy
+2,702
New +$375K 0.05% 99
2021
Q4 		– Sell
-835
Closed -$117K – 1109
2021
Q3 		$117K Sell
835
-42
-5% -$5.97K 0.03% 247
2021
Q2 		$124K Buy
877
+11
+1% +$1.55K 0.03% 228
2021
Q1 		$117K Sell
866
-12
-1% -$1.54K 0.03% 228
2020
Q4 		$104K Buy
878
+11
+1% +$1.23K 0.03% 246
2020
Q3 		$88K Buy
867
+19
+2% +$1.93K 0.03% 252
2020
Q2 		$81K Buy
848
+8
+1% +$734 0.03% 237
2020
Q1 		$68K Buy
840
+33
+4% +$3.55K 0.03% 223
2019
Q4 		$96K Buy
807
+12
+2% +$1.38K 0.03% 233
2019
Q3 		$90K Buy
+795
New +$88.3K 0.03% 251
2019
Q1 		– Sell
-550
Closed -$52K – 954
2018
Q4 		$52K Buy
+550
New +$57.7K 0.02% 281

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Plante Moran Financial Advisors's VOE Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, selling an estimated $204K and leaving 2,411 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #97.

Plante Moran Financial Advisors first reported a position in VOE in Q4 2018 and has held it in 24 quarters since. The position peaked at $638K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Plante Moran Financial Advisors held 2,411 shares of Vanguard Morningstar Mid-Cap Value ETF worth $476K as of Q2 2026.
  • Plante Moran Financial Advisors sold 1,053 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $204K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 24 quarters since.
  • Plante Moran Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $638K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.