Tactive Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tactive Advisors’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	$591K	Buy	3,022 +50	+2%	+$10.2K	0.14%	136
2026 Q2	$587K	Buy	2,972 +59	+2%	+$11.4K	0.14%	129
2026 Q1	$537K	Sell	2,913 -220	-7%	-$41.1K	0.15%	133
2025 Q4	$556K	Sell	3,133 -1,171	-27%	-$205K	0.16%	133
2025 Q3	$751K	Sell	4,304 -122	-3%	-$20.8K	0.21%	110
2025 Q2	$728K	Buy	+4,426	New	+$701K	0.24%	95
2023 Q1	–	Sell	-46,065	Closed	-$6.23M	–	71
2022 Q4	$6.23M	Buy	+46,065	New	+$6.18M	4.07%	6

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Tactive Advisors's VOE Position: Q3 2026 in Review

Tactive Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.7% in Q3 2026, buying an estimated $10.2K and bringing the position to 3,022 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #136.

Tactive Advisors first reported a position in VOE in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.23M in Q4 2022. 1,036 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Tactive Advisors held 3,022 shares of Vanguard Morningstar Mid-Cap Value ETF worth $591K as of Q3 2026.
Tactive Advisors bought 50 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $10.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Tactive Advisors's portfolio in Q3 2026, its #136 holding.
Tactive Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 7 quarters since.
Tactive Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.23M in Q4 2022.
1,036 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.