TrueNorth Wealth & Impact, LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$9.48M	Buy	+48,458	New	+$9.9M	3.61%	6

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VOE Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 48,458 shares worth $9.48M. The stake represents 3.61% of the portfolio and ranks #6 among its holdings.

1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 48,458 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.48M as of Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 3.61% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #6 holding.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.