Summit Wealth & Retirement Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Summit Wealth & Retirement 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	$278K	Hold	1,405	–	–	0.06%	92
2026 Q1	$259K	Sell	1,405 -162	-10%	-$30.3K	0.06%	94
2025 Q4	$278K	Hold	1,567	–	–	0.07%	88
2025 Q3	$274K	Hold	1,567	–	–	0.07%	86
2025 Q2	$258K	Hold	1,567	–	–	0.07%	85
2025 Q1	$252K	Hold	1,567	–	–	0.08%	65
2024 Q4	$253K	Hold	1,567	–	–	0.08%	66
2024 Q3	$263K	Hold	1,567	–	–	0.08%	56
2024 Q2	$236K	Hold	1,567	–	–	0.08%	58
2024 Q1	$244K	Buy	+1,567	New	+$230K	0.09%	57

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 Wealth & Retirement Planning's VOE Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,405 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #92.

Summit Wealth & Retirement Planning first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. The position peaked at $278K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Summit Wealth & Retirement Planning held 1,405 shares of Vanguard Morningstar Mid-Cap Value ETF worth $278K as of Q2 2026.
Summit Wealth & Retirement Planning left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #92 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Summit Wealth & Retirement Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $278K in Q4 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.