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

Prosperity 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
Q3 		$8.84M Sell
45,199
-837
-2% -$171K 1.96% 17
2026
Q2 		$9.1M Sell
46,036
-704
-2% -$136K 2.09% 16
2026
Q1 		$8.61M Sell
46,740
-1,644
-3% -$307K 2.18% 15
2025
Q4 		$8.58M Sell
48,384
-285
-0.6% -$49.9K 2.24% 15
2025
Q3 		$8.5M Sell
48,669
-3,032
-6% -$516K 2.29% 14
2025
Q2 		$8.5M Sell
51,701
-1,420
-3% -$225K 2.45% 13
2025
Q1 		$8.53M Sell
53,121
-3,963
-7% -$648K 2.67% 11
2024
Q4 		$9.23M Sell
57,084
-7,382
-11% -$1.25M 2.96% 11
2024
Q3 		$10.8M Sell
64,466
-8,042
-11% -$1.28M 3.43% 10
2024
Q2 		$10.9M Sell
72,508
-6,577
-8% -$998K 3.73% 8
2024
Q1 		$12.3M Buy
79,085
+4,028
+5% +$591K 4.27% 7
2023
Q4 		$10.9M Buy
75,057
+3,395
+5% +$456K 4.07% 7
2023
Q3 		$9.38M Buy
71,662
+3,483
+5% +$482K 3.92% 8
2023
Q2 		$9.43M Buy
68,179
+4,221
+7% +$563K 3.89% 8
2023
Q1 		$8.57M Buy
63,958
+2,646
+4% +$367K 3.74% 8
2022
Q4 		$8.46M Hold
61,312
– – 4.18% 5
2022
Q3 		$7.47M Buy
61,312
+9,116
+17% +$1.23M 3.9% 8
2022
Q2 		$8.46M Hold
52,196
– – 4.32% 8
2022
Q1 		$8.89M Hold
52,196
– – 4.35% 7
2021
Q4 		$7.85M Buy
52,196
+3,895
+8% +$572K 3.98% 7
2021
Q3 		$6.74M Buy
48,301
+1,622
+3% +$230K 3.68% 7
2021
Q2 		$6.56M Buy
46,679
+2,671
+6% +$377K 4.07% 6
2021
Q1 		$5.93M Buy
44,008
+5,082
+13% +$651K 4.22% 6
2020
Q4 		$4.63M Buy
+38,926
New +$4.36M 3.92% 6

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Prosperity Planning's VOE Position: Q3 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.8% in Q3 2026, selling an estimated $171K and leaving 45,199 shares worth $8.84M. The position accounts for 1.96% of the portfolio, ranked #17.

Prosperity Planning first reported a position in VOE in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.3M in Q1 2024. 164 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Prosperity Planning held 45,199 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.84M as of Q3 2026.
  • Prosperity Planning sold 837 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $171K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.96% of Prosperity Planning's portfolio in Q3 2026, its #17 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Prosperity Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $12.3M in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.