Ritter Daniher Financial Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ritter Daniher Financial Advisory’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	$1.31M	Buy	6,639 +13	+0.2%	+$2.52K	0.2%	60
2026 Q1	$1.22M	Sell	6,626 -20	-0.3%	-$3.74K	0.21%	63
2025 Q4	$1.18M	Buy	6,646 +27	+0.4%	+$4.72K	0.2%	62
2025 Q3	$1.16M	Buy	+6,619	New	+$1.13M	0.2%	61
2023 Q3	–	Sell	-36	Closed	-$4.98K	–	381
2023 Q2	$4.98K	Buy	+36	New	+$4.8K	﹤0.01%	255

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

Ritter Daniher Financial Advisory's VOE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.2% in Q2 2026, buying an estimated $2.52K and bringing the position to 6,639 shares worth $1.31M. The position accounts for 0.2% of the portfolio, ranked #60.

Ritter Daniher Financial Advisory first reported a position in VOE in Q2 2023 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ritter Daniher Financial Advisory held 6,639 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.31M as of Q2 2026.
Ritter Daniher Financial Advisory bought 13 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.52K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.2% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #60 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.