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Sherman Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sherman Wealth Management’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 		$723K Hold
3,658
– – 0.54% 42
2026
Q1 		$674K Sell
3,658
-27
-0.7% -$5.04K 0.58% 38
2025
Q4 		$654K Buy
+3,685
New +$645K 0.57% 46

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sherman Wealth Management's VOE Position: Q2 2026 in Review

Sherman Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 3,658 shares worth $723K. The position accounts for 0.54% of the portfolio, ranked #42.

Sherman Wealth Management first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sherman Wealth Management held 3,658 shares of Vanguard Morningstar Mid-Cap Value ETF worth $723K as of Q2 2026.
  • Sherman Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.54% of Sherman Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Sherman Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.