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Strategic Financial Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Strategic Financial Partners’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 		$733K Sell
3,977
-203
-5% -$37.9K 0.32% 44
2025
Q4 		$741K Sell
4,180
-126
-3% -$22.1K 0.32% 41
2025
Q3 		$752K Buy
4,306
+2
+0% +$340 0.34% 41
2025
Q2 		$708K Sell
4,304
-124
-3% -$19.6K 0.33% 42
2025
Q1 		$711K Sell
4,428
-53
-1% -$8.66K 0.37% 41
2024
Q4 		$725K Sell
4,481
-405
-8% -$68.3K 0.37% 39
2024
Q3 		$819K Buy
4,886
+96
+2% +$15.3K 0.42% 37
2024
Q2 		$721K Sell
4,790
-494
-9% -$75K 0.4% 38
2024
Q1 		$824K Buy
5,284
+126
+2% +$18.5K 0.46% 34
2023
Q4 		$748K Buy
5,158
+2
+0% +$269 0.43% 32
2023
Q3 		$675K Buy
5,156
+4
+0.1% +$554 0.41% 34
2023
Q2 		$713K Sell
5,152
-263
-5% -$35.1K 0.41% 35
2023
Q1 		$726K Buy
5,415
+96
+2% +$13.3K 0.44% 35
2022
Q4 		$719K Sell
5,319
-169
-3% -$22.7K 0.44% 33
2022
Q3 		$668K Sell
5,488
-633
-10% -$85.7K 0.43% 30
2022
Q2 		$793K Sell
6,121
-123
-2% -$17.4K 0.46% 29
2022
Q1 		$935K Sell
6,244
-421
-6% -$61.9K 0.48% 28
2021
Q4 		$1M Buy
6,665
+52
+0.8% +$7.64K 0.49% 30
2021
Q3 		$923K Buy
6,613
+463
+8% +$65.8K 0.5% 28
2021
Q2 		$864K Buy
6,150
+182
+3% +$25.7K 0.48% 30
2021
Q1 		$805K Sell
5,968
-148
-2% -$18.9K 0.48% 27
2020
Q4 		$728K Sell
6,116
-77
-1% -$8.63K 0.48% 30
2020
Q3 		$628K Sell
6,193
-705
-10% -$71.4K 0.49% 32
2020
Q2 		$660K Sell
6,898
-691
-9% -$63.4K 0.55% 27
2020
Q1 		$617K Sell
7,589
-814
-10% -$87.7K 0.66% 26
2019
Q4 		$1M Buy
+8,403
New +$968K 0.82% 25

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 $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Partners's VOE Position: Q1 2026 in Review

Strategic Financial Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.9% in Q1 2026, selling an estimated $37.9K and leaving 3,977 shares worth $733K. The position accounts for 0.32% of the portfolio, ranked #44.

Strategic Financial Partners first reported a position in VOE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Strategic Financial Partners held 3,977 shares of Vanguard Morningstar Mid-Cap Value ETF worth $733K as of Q1 2026.
  • Strategic Financial Partners sold 203 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $37.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.32% of Strategic Financial Partners's portfolio in Q1 2026, its #44 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1M in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.