RM Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

RM Financial Services’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	$3.41M	Buy	+17,282	New	+$3.34M	2.54%	13

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

RM Financial Services's VOE Position: Q2 2026 in Review

RM Financial Services opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 17,282 shares worth $3.41M. The stake represents 2.54% of the portfolio and ranks #13 among its holdings.

1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

RM Financial Services held 17,282 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.41M as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new RM Financial Services position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 2.54% of RM Financial Services's portfolio in Q2 2026, its #13 holding.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.