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Steigerwald Gordon & Koch’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Steigerwald Gordon & Koch’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 		$108K Hold
545
– – 0.01% 210
2026
Q1 		$100K Buy
545
+1
+0.2% +$187 0.01% 209
2025
Q4 		$96.6K Hold
544
– – 0.01% 218
2025
Q3 		$95K Buy
+544
New +$92.6K 0.01% 212

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steigerwald Gordon & Koch's VOE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 545 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #210.

Steigerwald Gordon & Koch first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Steigerwald Gordon & Koch held 545 shares of Vanguard Morningstar Mid-Cap Value ETF worth $108K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #210 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.