VisionPoint Advisory Group
VOE icon

VisionPoint Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

VisionPoint Advisory 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
Q3 		– Sell
-1,021
Closed -$202K – 505
2026
Q2 		$202K Buy
+1,021
New +$198K 0.03% 461
2023
Q4 		– Sell
-296
Closed -$38.7K – 893
2023
Q3 		$38.7K Buy
+296
New +$41K 0.02% 267

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

VisionPoint Advisory Group's VOE Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026, closing a stake of 1,021 shares — an estimated $202K sold.

VisionPoint Advisory Group first reported a position in VOE in Q3 2023 and held it in 2 quarters. The position peaked at $202K in Q2 2026. 808 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,021 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $202K.
  • VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $202K in Q2 2026.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.