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Summit Financial Strategies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Summit Financial Strategies’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 		$1.22M Buy
6,623
+1,422
+27% +$266K 0.1% 62
2025
Q4 		$923K Buy
5,201
+346
+7% +$60.6K 0.08% 70
2025
Q3 		$848K Buy
4,855
+50
+1% +$8.51K 0.07% 71
2025
Q2 		$790K Buy
4,805
+2,072
+76% +$328K 0.07% 67
2025
Q1 		$439K Buy
2,733
+26
+1% +$4.25K 0.04% 92
2024
Q4 		$438K Buy
2,707
+1,219
+82% +$206K 0.05% 91
2024
Q3 		$249K Buy
1,488
+89
+6% +$14.1K 0.03% 125
2024
Q2 		$210K Buy
1,399
+2
+0.1% +$303 0.03% 136
2024
Q1 		$218K Sell
1,397
-49
-3% -$7.19K 0.03% 134
2023
Q4 		$210K Buy
+1,446
New +$194K 0.03% 135

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 $49B AUM 17.78% 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return