Unique Wealth
VOE icon

Unique Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Unique Wealth’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 		$656K Hold
3,354
– – 0.07% 131
2026
Q2 		$663K Buy
+3,354
New +$649K 0.08% 129

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Unique Wealth's VOE Position: Q3 2026 in Review

Unique Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 3,354 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #131.

Unique Wealth first reported a position in VOE in Q2 2026 and has held it in 2 quarters since. The position peaked at $663K in Q2 2026. 585 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Unique Wealth held 3,354 shares of Vanguard Morningstar Mid-Cap Value ETF worth $656K as of Q3 2026.
  • Unique Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Unique Wealth's portfolio in Q3 2026, its #131 holding.
  • Unique Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Unique Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $663K in Q2 2026.
  • 585 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.