Summit Financial Strategies’s Vanguard Morningstar 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 Q2	$1.34M	Buy	6,774 +151	+2%	+$29.2K	0.09%	65
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 New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Summit Financial Strategies's VOE Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,774 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #65.

Summit Financial Strategies first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Summit Financial Strategies held 6,774 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.34M as of Q2 2026.
Summit Financial Strategies bought 151 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $29.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Summit Financial Strategies's portfolio in Q2 2026, its #65 holding.
Summit Financial Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.