VFIC
VOE icon

Valley Forge Investment Consultants’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Valley Forge Investment Consultants’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 		$643K Buy
3,254
+12
+0.4% +$2.32K 0.17% 44
2026
Q1 		$597K Hold
3,242
– – 0.18% 43
2025
Q4 		$575K Buy
3,242
+13
+0.4% +$2.27K 0.17% 44
2025
Q3 		$564K Buy
+3,229
New +$549K 0.16% 48

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valley Forge Investment Consultants's VOE Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.37% in Q2 2026, buying an estimated $2.32K and bringing the position to 3,254 shares worth $643K. The position accounts for 0.17% of the portfolio, ranked #44.

Valley Forge Investment Consultants first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. 910 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Valley Forge Investment Consultants held 3,254 shares of Vanguard Morningstar Mid-Cap Value ETF worth $643K as of Q2 2026.
  • Valley Forge Investment Consultants bought 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.32K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.17% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #44 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 910 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.