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Sterling Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sterling Financial Planning’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 		$4.27M Sell
21,586
-205
-0.9% -$39.7K 1.16% 26
2026
Q1 		$4.02M Buy
21,791
+1,047
+5% +$196K 1.19% 26
2025
Q4 		$3.68M Buy
20,744
+189
+0.9% +$33.1K 1.11% 28
2025
Q3 		$3.59M Buy
20,555
+226
+1% +$38.5K 1.13% 26
2025
Q2 		$3.34M Buy
20,329
+674
+3% +$107K 1.12% 25
2025
Q1 		$3.16M Sell
19,655
-22
-0.1% -$3.6K 1.14% 26
2024
Q4 		$3.18M Buy
19,677
+27
+0.1% +$4.55K 1.17% 28
2024
Q3 		$3.29M Buy
19,650
+31
+0.2% +$4.93K 1.21% 26
2024
Q2 		$2.95M Sell
19,619
-1,283
-6% -$195K 1.2% 26
2024
Q1 		$3.26M Sell
20,902
-269
-1% -$39.5K 1.32% 21
2023
Q4 		$3.07M Buy
21,171
+105
+0.5% +$14.1K 1.33% 22
2023
Q3 		$2.76M Buy
21,066
+370
+2% +$51.2K 1.41% 21
2023
Q2 		$2.86M Sell
20,696
-212
-1% -$28.3K 1.42% 23
2023
Q1 		$2.8M Buy
20,908
+121
+0.6% +$16.8K 1.52% 20
2022
Q4 		$2.81M Buy
20,787
+957
+5% +$128K 1.68% 18
2022
Q3 		$2.42M Buy
19,830
+2,341
+13% +$317K 1.69% 16
2022
Q2 		$2.27M Buy
17,489
+202
+1% +$28.6K 1.59% 19
2022
Q1 		$2.59M Buy
17,287
+69
+0.4% +$10.1K 1.63% 18
2021
Q4 		$2.59M Buy
17,218
+529
+3% +$77.7K 1.62% 18
2021
Q3 		$2.33M Buy
16,689
+350
+2% +$49.7K 1.48% 18
2021
Q2 		$2.3M Buy
16,339
+270
+2% +$38.2K 1.49% 17
2021
Q1 		$2.17M Buy
16,069
+1,183
+8% +$151K 1.55% 17
2020
Q4 		$1.77M Buy
+14,886
New +$1.67M 1.43% 18

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

Sterling Financial Planning's VOE Position: Q2 2026 in Review

Sterling Financial Planning reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.94% in Q2 2026, selling an estimated $39.7K and leaving 21,586 shares worth $4.27M. The position accounts for 1.16% of the portfolio, ranked #26.

Sterling Financial Planning first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sterling Financial Planning held 21,586 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.27M as of Q2 2026.
  • Sterling Financial Planning sold 205 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $39.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.16% of Sterling Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Sterling Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.