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

SHP 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
Q1 		$4.98K Hold
27
– – ﹤0.01% 1072
2025
Q4 		$4.79K Buy
+27
New +$4.72K ﹤0.01% 993

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's VOE Position: Q1 2026 in Review

SHP Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 27 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

SHP Wealth Management first reported a position in VOE in Q4 2025 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • SHP Wealth Management held 27 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.98K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1072 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.