Summit Wealth & Retirement Planning’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's VOE Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 10% in Q1 2026, selling an estimated $30.3K and leaving 1,405 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #94.

Summit Wealth & Retirement Planning first reported a position in VOE in Q1 2024 and has held it in 9 quarters since. The position peaked at $278K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Summit Wealth & Retirement Planning held 1,405 shares of Vanguard Mid-Cap Value ETF worth $259K as of Q1 2026.
Summit Wealth & Retirement Planning sold 162 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $30.3K.
Vanguard Mid-Cap Value ETF made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #94 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Summit Wealth & Retirement Planning's Vanguard Mid-Cap Value ETF position peaked at $278K in Q4 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.