Retirement Financial Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Retirement Financial Solutions’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	$993K	Buy	5,387 +29	+0.5%	+$5.42K	0.28%	32
2025 Q4	$950K	Buy	5,358 +55	+1%	+$9.63K	0.28%	31
2025 Q3	$926K	Buy	5,303 +27	+0.5%	+$4.59K	0.29%	30
2025 Q2	$868K	Hold	5,276	–	–	0.31%	29
2025 Q1	$847K	Buy	5,276 +35	+0.7%	+$5.72K	0.33%	29
2024 Q4	$848K	Buy	5,241 +32	+0.6%	+$5.4K	0.46%	22
2024 Q3	$873K	Buy	5,209 +55	+1%	+$8.74K	0.38%	24
2024 Q2	$775K	Hold	5,154	–	–	0.36%	24
2024 Q1	$804K	Buy	5,154 +24	+0.5%	+$3.52K	0.41%	24
2023 Q4	$744K	Buy	5,130 +39	+0.8%	+$5.24K	0.42%	24
2023 Q3	$667K	Buy	+5,091	New	+$705K	0.45%	23

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Financial Solutions's VOE Position: Q1 2026 in Review

Retirement Financial Solutions increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.54% in Q1 2026, buying an estimated $5.42K and bringing the position to 5,387 shares worth $993K. The position accounts for 0.28% of the portfolio, ranked #32.

Retirement Financial Solutions first reported a position in VOE in Q3 2023 and has held it in 11 quarters since. 1,218 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Retirement Financial Solutions held 5,387 shares of Vanguard Mid-Cap Value ETF worth $993K as of Q1 2026.
Retirement Financial Solutions bought 29 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $5.42K.
Vanguard Mid-Cap Value ETF made up 0.28% of Retirement Financial Solutions's portfolio in Q1 2026, its #32 holding.
Retirement Financial Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
1,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.