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Your Advocates Ltd’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Your Advocates Ltd’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 		$11.5K Hold
58
– – ﹤0.01% 124
2026
Q1 		$10.7K Hold
58
– – ﹤0.01% 124
2025
Q4 		$10.3K Hold
58
– – ﹤0.01% 125
2025
Q3 		$10.1K Hold
58
– – ﹤0.01% 117
2025
Q2 		$9.54K Hold
58
– – ﹤0.01% 107
2025
Q1 		$9.31K Hold
58
– – ﹤0.01% 113
2024
Q4 		$9.38K Hold
58
– – ﹤0.01% 110
2024
Q3 		$9.72K Hold
58
– – ﹤0.01% 110
2024
Q2 		$8.72K Hold
58
– – ﹤0.01% 114
2024
Q1 		$9.04K Hold
58
– – ﹤0.01% 112
2023
Q4 		$8.41K Sell
58
-7
-11% -$940 ﹤0.01% 109
2023
Q3 		$8.51K Buy
+65
New +$9K 0.01% 114
2020
Q4 		– Sell
-75
Closed -$8K – 166
2020
Q3 		$8K Buy
+75
New +$7.6K 0.01% 89

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
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
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Your Advocates Ltd's VOE Position: Q2 2026 in Review

Your Advocates Ltd held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 58 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Your Advocates Ltd first reported a position in VOE in Q3 2020 and has held it in 13 quarters since. 818 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Your Advocates Ltd held 58 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.5K as of Q2 2026.
  • Your Advocates Ltd left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #124 holding.
  • Your Advocates Ltd first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 13 quarters since.
  • 818 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.