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

Victory Financial 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	$1.92M	Sell	9,734 -135	-1%	-$26.1K	0.2%	85
2026 Q1	$1.82M	Sell	9,869 -420	-4%	-$78.5K	0.22%	74
2025 Q4	$1.82M	Buy	10,289 +4,189	+69%	+$733K	0.23%	70
2025 Q3	$1.07M	Sell	6,100 -323	-5%	-$55K	0.15%	89
2025 Q2	$1.06M	Sell	6,423 -417	-6%	-$66K	0.17%	68
2025 Q1	$1.1M	Sell	6,840 -1,093	-14%	-$179K	0.21%	59
2024 Q4	$1.28M	Buy	+7,933	New	+$1.34M	0.34%	44
2024 Q2	$1.03M	Sell	6,826 -517	-7%	-$78.5K	0.48%	30
2024 Q1	$1.14M	Sell	7,343 -1,654	-18%	-$243K	0.68%	22
2023 Q4	$1.3M	Buy	+8,997	New	+$1.21M	0.88%	24

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Victory Financial Group's VOE Position: Q2 2026 in Review

Victory Financial Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q2 2026, selling an estimated $26.1K and leaving 9,734 shares worth $1.92M. The position accounts for 0.2% of the portfolio, ranked #85.

Victory Financial Group first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Victory Financial Group held 9,734 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.92M as of Q2 2026.
Victory Financial Group sold 135 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $26.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.2% of Victory Financial Group's portfolio in Q2 2026, its #85 holding.
Victory Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.