Retirement Planning Group (Kansas)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Retirement Planning Group (Kansas)’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	$506K	Buy	2,563 +594	+30%	+$115K	0.01%	324
2026 Q1	$363K	Buy	1,969 +189	+11%	+$35.3K	0.01%	358
2025 Q4	$316K	Buy	1,780 +61	+4%	+$10.7K	0.01%	330
2025 Q3	$300K	Sell	1,719 -31	-2%	-$5.28K	0.01%	326
2025 Q2	$288K	Sell	1,750 -2	-0.1%	-$317	0.01%	265
2025 Q1	$281K	Buy	1,752 +2	+0.1%	+$327	0.01%	257
2024 Q4	$283K	Hold	1,750	–	–	0.01%	244
2024 Q3	$293K	Hold	1,750	–	–	0.02%	232
2024 Q2	$263K	Hold	1,750	–	–	0.02%	208
2024 Q1	$273K	Buy	+1,750	New	+$257K	0.02%	188
2023 Q3	–	Sell	-1,547	Closed	-$214K	–	170
2023 Q2	$214K	Buy	+1,547	New	+$206K	0.02%	158

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VOE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, buying an estimated $115K and bringing the position to 2,563 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #324.

Retirement Planning Group (Kansas) first reported a position in VOE in Q2 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Retirement Planning Group (Kansas) held 2,563 shares of Vanguard Morningstar Mid-Cap Value ETF worth $506K as of Q2 2026.
Retirement Planning Group (Kansas) bought 594 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $115K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #324 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.