AI
VOE icon

Arvest Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Arvest Investments’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 		$22.7M Buy
114,879
+3,989
+4% +$772K 2.75% 8
2026
Q1 		$20.4M Buy
110,890
+261
+0.2% +$48.8K 2.79% 9
2025
Q4 		$19.6M Buy
110,629
+2,095
+2% +$367K 2.76% 9
2025
Q3 		$18.9M Buy
108,534
+3,291
+3% +$560K 2.72% 9
2025
Q2 		$17.3M Buy
105,243
+527
+0.5% +$83.4K 2.6% 10
2025
Q1 		$16.8M Buy
104,716
+1,139
+1% +$186K 2.65% 9
2024
Q4 		$16.8M Sell
103,577
-2,192
-2% -$370K 2.68% 9
2024
Q3 		$17.7M Sell
105,769
-5,584
-5% -$888K 2.68% 9
2024
Q2 		$16.8M Sell
111,353
-3,444
-3% -$523K 2.68% 11
2024
Q1 		$17.9M Sell
114,797
-3,140
-3% -$461K 2.84% 10
2023
Q4 		$17.1M Buy
+117,937
New +$15.8M 2.78% 11

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Arvest Investments's VOE Position: Q2 2026 in Review

Arvest Investments increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.6% in Q2 2026, buying an estimated $772K and bringing the position to 114,879 shares worth $22.7M. The position accounts for 2.75% of the portfolio, ranked #8.

Arvest Investments first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Arvest Investments held 114,879 shares of Vanguard Morningstar Mid-Cap Value ETF worth $22.7M as of Q2 2026.
  • Arvest Investments bought 3,989 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $772K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.75% of Arvest Investments's portfolio in Q2 2026, its #8 holding.
  • Arvest Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.