Squire Investment Management Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Squire Investment Management Company’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	$1.52M	Buy	7,668 +1,053	+16%	+$204K	0.36%	33
2026 Q1	$1.22M	Buy	6,615 +376	+6%	+$70.2K	0.34%	38
2025 Q4	$1.11M	Buy	6,239 +172	+3%	+$30.1K	0.33%	41
2025 Q3	$1.06M	Buy	6,067 +439	+8%	+$74.7K	0.35%	38
2025 Q2	$926K	Hold	5,628	–	–	0.34%	39
2025 Q1	$904K	Buy	5,628 +267	+5%	+$43.7K	0.38%	37
2024 Q4	$867K	Buy	5,361 +735	+16%	+$124K	0.38%	36
2024 Q3	$776K	Buy	4,626 +738	+19%	+$117K	0.37%	34
2024 Q2	$585K	Buy	3,888 +734	+23%	+$111K	0.33%	38
2024 Q1	$492K	Buy	3,154 +416	+15%	+$61.1K	0.31%	39
2023 Q4	$397K	Buy	+2,738	New	+$368K	0.32%	40

Other funds holding VOE

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Squire Investment Management Company's VOE Position: Q2 2026 in Review

Squire Investment Management Company increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 16% in Q2 2026, buying an estimated $204K and bringing the position to 7,668 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #33.

Squire Investment Management Company first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,034 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Squire Investment Management Company held 7,668 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.52M as of Q2 2026.
Squire Investment Management Company bought 1,053 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $204K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.36% of Squire Investment Management Company's portfolio in Q2 2026, its #33 holding.
Squire Investment Management Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,034 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.