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

Professional 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
Q1 		– Sell
-2,886
Closed -$512K – 151
2025
Q4 		$512K Buy
2,886
+48
+2% +$8.4K 0.1% 86
2025
Q3 		$495K Buy
2,838
+1
+0% +$170 0.1% 88
2025
Q2 		$467K Buy
2,837
+31
+1% +$4.91K 0.11% 85
2025
Q1 		$450K Sell
2,806
-154
-5% -$25.2K 0.11% 83
2024
Q4 		$479K Buy
2,960
+68
+2% +$11.5K 0.12% 83
2024
Q3 		$485K Buy
2,892
+12
+0.4% +$1.91K 0.13% 79
2024
Q2 		$433K Sell
2,880
-53
-2% -$8.04K 0.12% 78
2024
Q1 		$457K Buy
2,933
+4
+0.1% +$587 0.13% 77
2023
Q4 		$425K Buy
2,929
+28
+1% +$3.76K 0.14% 70
2023
Q3 		$380K Buy
2,901
+12
+0.4% +$1.66K 0.17% 73
2023
Q2 		$400K Buy
2,889
+603
+26% +$80.4K 0.21% 62
2023
Q1 		$342K Sell
2,286
-286
-11% -$39.7K 0.2% 52
2022
Q4 		$348K Buy
2,572
+16
+0.6% +$2.15K 0.24% 66
2022
Q3 		$311K Buy
2,556
+137
+6% +$18.5K 0.19% 66
2022
Q2 		$313K Buy
2,419
+133
+6% +$18.8K 0.17% 72
2022
Q1 		$342K Buy
2,286
+94
+4% +$13.8K 0.15% 66
2021
Q4 		$330K Buy
2,192
+154
+8% +$22.6K 0.14% 75
2021
Q3 		$285K Buy
2,038
+28
+1% +$3.98K 0.16% 75
2021
Q2 		$282K Buy
2,010
+90
+5% +$12.7K 0.16% 80
2021
Q1 		$259K Buy
1,920
+188
+11% +$24.1K 0.16% 80
2020
Q4 		$206K Buy
1,732
+103
+6% +$11.5K 0.16% 79
2020
Q3 		$166K Buy
+1,629
New +$165K 0.15% 83
2020
Q2 		– Sell
-7,631
Closed -$699K – 75
2020
Q1 		$699K Buy
7,631
+4,312
+130% +$464K 1.26% 21
2019
Q4 		$396K Buy
+3,319
New +$382K 0.38% 58

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Professional Financial Advisors's VOE Position: Q1 2026 in Review

Professional Financial Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 2,886 shares — an estimated $512K sold.

Professional Financial Advisors first reported a position in VOE in Q4 2019 and held it in 24 quarters. The position peaked at $699K in Q1 2020. 1,226 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Professional Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 2,886 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $512K.
  • Professional Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 24 quarters.
  • Professional Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $699K in Q1 2020.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.