VVP
VOE icon

Venture Visionary Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Venture Visionary Partners’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 		$352K Buy
1,802
+101
+6% +$20.7K 0.01% 531
2026
Q2 		$336K Buy
1,701
+8
+0.5% +$1.55K 0.01% 544
2026
Q1 		$312K Buy
1,693
+9
+0.5% +$1.68K 0.01% 506
2025
Q4 		$299K Buy
1,684
+17
+1% +$2.98K 0.01% 520
2025
Q3 		$291K Buy
1,667
+9
+0.5% +$1.53K 0.01% 514
2025
Q2 		$273K Hold
1,658
– – 0.01% 499
2025
Q1 		$266K Buy
1,658
+11
+0.7% +$1.8K 0.01% 485
2024
Q4 		$267K Buy
1,647
+9
+0.5% +$1.52K 0.01% 475
2024
Q3 		$275K Buy
1,638
+18
+1% +$2.86K 0.01% 470
2024
Q2 		$244K Hold
1,620
– – 0.01% 492
2024
Q1 		$253K Buy
1,620
+7
+0.4% +$1.03K 0.01% 483
2023
Q4 		$234K Buy
1,613
+13
+0.8% +$1.75K 0.01% 466
2023
Q3 		$210K Buy
1,600
+9
+0.6% +$1.25K 0.01% 463
2023
Q2 		$220K Buy
1,591
+8
+0.5% +$1.07K 0.01% 468
2023
Q1 		$212K Buy
1,583
+9
+0.6% +$1.25K 0.01% 464
2022
Q4 		$213K Buy
+1,574
New +$211K 0.02% 439
2022
Q3 		– Sell
-1,552
Closed -$201K – 1513
2022
Q2 		$201K Buy
1,552
+7
+0.5% +$990 0.02% 442
2022
Q1 		$231K Buy
1,545
+7
+0.5% +$1.03K 0.02% 456
2021
Q4 		$231K Buy
1,538
+8
+0.5% +$1.18K 0.02% 466
2021
Q3 		$213K Buy
1,530
+7
+0.5% +$994 0.02% 478
2021
Q2 		$214K Sell
1,523
-24
-2% -$3.39K 0.02% 462
2021
Q1 		$208K Buy
+1,547
New +$198K 0.02% 440

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Venture Visionary Partners's VOE Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.9% in Q3 2026, buying an estimated $20.7K and bringing the position to 1,802 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #531.

Venture Visionary Partners first reported a position in VOE in Q1 2021 and has held it in 22 quarters since. 49 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Venture Visionary Partners held 1,802 shares of Vanguard Morningstar Mid-Cap Value ETF worth $352K as of Q3 2026.
  • Venture Visionary Partners bought 101 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $20.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #531 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 49 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.