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 Q3	$1.25M	Sell	6,403 -371	-5%	-$75.9K	0.09%	69
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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Summit Financial Strategies's VOE Position: Q3 2026 in Review

Summit Financial Strategies reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.5% in Q3 2026, selling an estimated $75.9K and leaving 6,403 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #69.

Summit Financial Strategies first reported a position in VOE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q2 2026. 164 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Summit Financial Strategies held 6,403 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.25M as of Q3 2026.
Summit Financial Strategies sold 371 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $75.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Summit Financial Strategies's portfolio in Q3 2026, its #69 holding.
Summit Financial Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Summit Financial Strategies's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.34M in Q2 2026.
164 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.