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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.9K	Buy	222 +213	+2,367%	+$41.2K	0.01%	315
2026 Q1	$1.66K	Hold	9	–	–	﹤0.01%	369
2025 Q4	$1.6K	Hold	9	–	–	﹤0.01%	339
2025 Q3	$1.57K	Hold	9	–	–	﹤0.01%	330
2025 Q2	$1.48K	Hold	9	–	–	﹤0.01%	326
2025 Q1	$1.45K	Hold	9	–	–	﹤0.01%	297
2024 Q4	$1.46K	Hold	9	–	–	﹤0.01%	288
2024 Q3	$1.51K	Hold	9	–	–	﹤0.01%	289
2024 Q2	$1.35K	Buy	+9	New	+$1.37K	﹤0.01%	682

Other funds holding VOE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Register Financial Advisors's VOE Position: Q2 2026 in Review

Register Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2,367% in Q2 2026, buying an estimated $41.2K and bringing the position to 222 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #315.

Register Financial Advisors first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Register Financial Advisors held 222 shares of Vanguard Morningstar Mid-Cap Value ETF worth $43.9K as of Q2 2026.
Register Financial Advisors bought 213 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $41.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #315 holding.
Register Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.