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United Financial Planning Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

United Financial Planning Group’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 		$9.68K Hold
49
– – ﹤0.01% 247
2026
Q1 		$9.03K Hold
49
– – 0.01% 228
2025
Q4 		$8.69K Sell
49
-995
-95% -$174K 0.01% 218
2025
Q3 		$147K Buy
+1,044
New +$178K 0.09% 55

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

United Financial Planning Group's VOE Position: Q2 2026 in Review

United Financial Planning Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 49 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

United Financial Planning Group first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $147K in Q3 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • United Financial Planning Group held 49 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.68K as of Q2 2026.
  • United Financial Planning Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #247 holding.
  • United Financial Planning Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $147K in Q3 2025.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.