XY Planning Network’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

XY Planning Network’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	$1.36M	Buy	6,962 +1,803	+35%	+$369K	0.15%	126
2026 Q2	$1.02M	Buy	5,159 +36	+0.7%	+$6.96K	0.13%	147
2026 Q1	$946K	Buy	5,123 +41	+0.8%	+$7.66K	0.15%	130
2025 Q4	$901K	Buy	5,082 +953	+23%	+$167K	0.16%	129
2025 Q3	$679K	Hold	4,129	–	–	0.23%	93
2025 Q2	$679K	Buy	+4,129	New	+$654K	0.23%	93

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

XY Planning Network's VOE Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 35% in Q3 2026, buying an estimated $369K and bringing the position to 6,962 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #126.

XY Planning Network first reported a position in VOE in Q2 2025 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

XY Planning Network held 6,962 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.36M as of Q3 2026.
XY Planning Network bought 1,803 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $369K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.15% of XY Planning Network's portfolio in Q3 2026, its #126 holding.
XY Planning Network first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.