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Amplius Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Amplius Wealth Advisors’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 		$623K Buy
3,153
+340
+12% +$65.8K 0.05% 109
2026
Q1 		$518K Buy
2,813
+46
+2% +$8.59K 0.04% 102
2025
Q4 		$491K Buy
2,767
+2
+0.1% +$350 0.04% 106
2025
Q3 		$483K Sell
2,765
-230
-8% -$39.1K 0.04% 107
2025
Q2 		$493K Hold
2,995
– – 0.05% 117
2025
Q1 		$481K Buy
2,995
+15
+0.5% +$2.45K 0.05% 113
2024
Q4 		$482K Buy
2,980
+1
+0% +$169 0.05% 108
2024
Q3 		$500K Sell
2,979
-325
-10% -$51.7K 0.05% 98
2024
Q2 		$497K Sell
3,304
-528
-14% -$80.1K 0.06% 99
2024
Q1 		$597K Sell
3,832
-1,410
-27% -$207K 0.07% 92
2023
Q4 		$760K Sell
5,242
-460
-8% -$61.8K 0.09% 76
2023
Q3 		$747K Sell
5,702
-233
-4% -$32.3K 0.1% 76
2023
Q2 		$821K Sell
5,935
-2,047
-26% -$273K 0.11% 71
2023
Q1 		$1.07M Sell
7,982
-1,206
-13% -$167K 0.15% 68
2022
Q4 		$1.24M Sell
9,188
-1,110
-11% -$149K 0.2% 60
2022
Q3 		$1.25M Sell
10,298
-604
-6% -$81.8K 0.22% 54
2022
Q2 		$1.41M Sell
10,902
-1,882
-15% -$266K 0.23% 55
2022
Q1 		$1.91M Sell
12,784
-543
-4% -$79.9K 0.29% 42
2021
Q4 		$2M Buy
+13,327
New +$1.96M 0.28% 45

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Amplius Wealth Advisors's VOE Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q2 2026, buying an estimated $65.8K and bringing the position to 3,153 shares worth $623K. The position accounts for 0.05% of the portfolio, ranked #109.

Amplius Wealth Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q4 2021. 389 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Amplius Wealth Advisors held 3,153 shares of Vanguard Mid-Cap Value ETF worth $623K as of Q2 2026.
  • Amplius Wealth Advisors bought 340 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $65.8K.
  • Vanguard Mid-Cap Value ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $2M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.