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

TPG Financial 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
Q2 		$443K Sell
2,241
-13
-0.6% -$2.52K 0.13% 53
2026
Q1 		$415K Sell
2,254
-379
-14% -$70.8K 0.14% 56
2025
Q4 		$467K Sell
2,633
-2
-0.1% -$350 0.16% 50
2025
Q3 		$460K Sell
2,635
-37
-1% -$6.3K 0.17% 47
2025
Q2 		$439K Sell
2,672
-902
-25% -$143K 0.18% 48
2025
Q1 		$574K Sell
3,574
-210
-6% -$34.3K 0.25% 40
2024
Q4 		$612K Sell
3,784
-87
-2% -$14.7K 0.27% 41
2024
Q3 		$649K Sell
3,871
-87
-2% -$13.8K 0.29% 38
2024
Q2 		$595K Buy
+3,958
New +$601K 0.28% 39
2023
Q4 		$497K Buy
3,421
+802
+31% +$108K 0.25% 44
2023
Q3 		$343K Sell
2,619
-692
-21% -$95.8K 0.18% 45
2023
Q2 		$458K Buy
3,311
+213
+7% +$28.4K 0.24% 38
2023
Q1 		$415K Sell
3,098
-40
-1% -$5.55K 0.23% 35
2022
Q4 		$424K Sell
3,138
-293
-9% -$39.3K 0.26% 33
2022
Q3 		$418K Sell
3,431
-41
-1% -$5.55K 0.26% 32
2022
Q2 		$450K Sell
3,472
-37
-1% -$5.23K 0.3% 27
2022
Q1 		$525K Sell
3,509
-10
-0.3% -$1.47K 0.32% 27
2021
Q4 		$529K Sell
3,519
-177
-5% -$26K 0.32% 25
2021
Q3 		$516K Sell
3,696
-451
-11% -$64.1K 0.34% 26
2021
Q2 		$583K Sell
4,147
-1,452
-26% -$205K 0.41% 25
2021
Q1 		$755K Sell
5,599
-446
-7% -$57.1K 0.53% 22
2020
Q4 		$719K Sell
6,045
-85
-1% -$9.52K 0.53% 23
2020
Q3 		$621K Sell
6,130
-558
-8% -$56.5K 0.53% 22
2020
Q2 		$640K Buy
6,688
+120
+2% +$11K 0.57% 21
2020
Q1 		$534K Buy
6,568
+159
+2% +$17.1K 0.53% 26
2019
Q4 		$764K Sell
6,409
-65
-1% -$7.49K 0.63% 25
2019
Q3 		$732K Sell
6,474
-66
-1% -$7.33K 0.66% 23
2019
Q2 		$739K Sell
6,540
-753
-10% -$82.5K 0.68% 19
2019
Q1 		$797K Sell
7,293
-69
-0.9% -$7.25K 0.77% 21
2018
Q4 		$701K Buy
+7,362
New +$773K 0.76% 25

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TPG Financial Advisors's VOE Position: Q2 2026 in Review

TPG Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.58% in Q2 2026, selling an estimated $2.52K and leaving 2,241 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #53.

TPG Financial Advisors first reported a position in VOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $797K in Q1 2019. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • TPG Financial Advisors held 2,241 shares of Vanguard Morningstar Mid-Cap Value ETF worth $443K as of Q2 2026.
  • TPG Financial Advisors sold 13 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.52K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of TPG Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • TPG Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • TPG Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $797K in Q1 2019.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.