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Atticus Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Atticus Wealth Management’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 		$281K Buy
1,420
+68
+5% +$13.2K 0.07% 160
2026
Q1 		$249K Sell
1,352
-43
-3% -$8.03K 0.07% 163
2025
Q4 		$247K Sell
1,395
-72
-5% -$12.6K 0.06% 179
2025
Q3 		$256K Buy
1,467
+56
+4% +$9.53K 0.06% 180
2025
Q2 		$232K Buy
1,411
+235
+20% +$37.2K 0.06% 153
2025
Q1 		$189K Sell
1,176
-144
-11% -$23.5K 0.06% 121
2024
Q4 		$214K Sell
1,320
-39
-3% -$6.58K 0.07% 114
2024
Q3 		$228K Sell
1,359
-443
-25% -$70.4K 0.07% 112
2024
Q2 		$271K Sell
1,802
-437
-20% -$66.3K 0.09% 97
2024
Q1 		$349K Sell
2,239
-800
-26% -$117K 0.11% 84
2023
Q4 		$441K Sell
3,039
-433
-12% -$58.2K 0.16% 77
2023
Q3 		$455K Buy
3,472
+14
+0.4% +$1.94K 0.17% 76
2023
Q2 		$478K Sell
3,458
-1,467
-30% -$196K 0.18% 79
2023
Q1 		$660K Sell
4,925
-2,495
-34% -$346K 0.25% 62
2022
Q4 		$1M Buy
7,420
+1,617
+28% +$217K 0.41% 46
2022
Q3 		$752K Hold
5,803
– – 0.36% 43
2022
Q2 		$752K Buy
5,803
+2,756
+90% +$390K 0.31% 55
2022
Q1 		$456K Buy
3,047
+196
+7% +$28.8K 0.17% 93
2021
Q4 		$429K Buy
2,851
+108
+4% +$15.9K 0.17% 82
2021
Q3 		$383K Hold
2,743
– – 0.17% 73
2021
Q2 		$385K Buy
2,743
+19
+0.7% +$2.69K 0.17% 81
2021
Q1 		$367K Buy
2,724
+25
+0.9% +$3.2K 0.17% 77
2020
Q4 		$321K Buy
2,699
+1,469
+119% +$165K 0.16% 77
2020
Q3 		$125K Hold
1,230
– – 0.07% 116
2020
Q2 		$118K Hold
1,230
– – 0.08% 115
2020
Q1 		$100K Sell
1,230
-205
-14% -$22.1K 0.08% 118
2019
Q4 		$171K Buy
+1,435
New +$165K 0.11% 95

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Atticus Wealth Management's VOE Position: Q2 2026 in Review

Atticus Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 5% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,420 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #160.

Atticus Wealth Management first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q4 2022. 238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Atticus Wealth Management held 1,420 shares of Vanguard Mid-Cap Value ETF worth $281K as of Q2 2026.
  • Atticus Wealth Management bought 68 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Mid-Cap Value ETF made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Atticus Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $1M in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.