ZF
VOE icon

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

Zhang Financial’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 		$2.11M Buy
10,663
+23
+0.2% +$4.45K 0.06% 134
2026
Q1 		$1.96M Sell
10,640
-1,569
-13% -$293K 0.07% 132
2025
Q4 		$2.17M Buy
12,209
+588
+5% +$103K 0.08% 115
2025
Q3 		$2.03M Buy
11,621
+2,942
+34% +$501K 0.08% 120
2025
Q2 		$1.43M Buy
8,679
+1,105
+15% +$175K 0.07% 137
2025
Q1 		$1.22M Buy
7,574
+547
+8% +$89.4K 0.06% 143
2024
Q4 		$1.14M Buy
7,027
+126
+2% +$21.3K 0.07% 143
2024
Q3 		$1.16M Buy
6,901
+40
+0.6% +$6.36K 0.07% 138
2024
Q2 		$1.03M Hold
6,861
– – 0.07% 138
2024
Q1 		$1.07M Buy
6,861
+11
+0.2% +$1.61K 0.08% 137
2023
Q4 		$993K Buy
6,850
+29
+0.4% +$3.9K 0.09% 130
2023
Q3 		$894K Buy
6,821
+21
+0.3% +$2.91K 0.09% 121
2023
Q2 		$953K Buy
6,800
+5,049
+288% +$673K 0.1% 116
2023
Q1 		$235K Hold
1,751
– – 0.03% 212
2022
Q4 		$237K Buy
1,751
+13
+0.7% +$1.74K 0.03% 208
2022
Q3 		$212K Sell
1,738
-1,010
-37% -$137K 0.03% 201
2022
Q2 		$356K Buy
2,748
+27
+1% +$3.82K 0.06% 158
2022
Q1 		$407K Buy
2,721
+7
+0.3% +$1.03K 0.07% 155
2021
Q4 		$408K Buy
2,714
+108
+4% +$15.9K 0.07% 137
2021
Q3 		$364K Buy
2,606
+6
+0.2% +$852 0.08% 111
2021
Q2 		$365K Buy
2,600
+8
+0.3% +$1.13K 0.09% 93
2021
Q1 		$350K Sell
2,592
-615
-19% -$78.7K 0.09% 89
2020
Q4 		$382K Buy
3,207
+628
+24% +$70.3K 0.12% 74
2020
Q3 		$261K Buy
2,579
+66
+3% +$6.68K 0.09% 84
2020
Q2 		$241K Buy
2,513
+9
+0.4% +$825 0.09% 80
2020
Q1 		$204K Buy
2,504
+13
+0.5% +$1.4K 0.09% 85
2019
Q4 		$297K Buy
+2,491
New +$287K 0.11% 78

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Zhang Financial's VOE Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.22% in Q2 2026, buying an estimated $4.45K and bringing the position to 10,663 shares worth $2.11M. The position accounts for 0.06% of the portfolio, ranked #134.

Zhang Financial first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Zhang Financial held 10,663 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.11M as of Q2 2026.
  • Zhang Financial bought 23 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $4.45K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #134 holding.
  • Zhang Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Zhang Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.17M in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.