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Aventus Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Aventus Investment 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 		$33K Hold
167
– – 0.02% 75
2026
Q1 		$30.8K Hold
167
– – 0.03% 75
2025
Q4 		$29.6K Hold
167
– – 0.02% 72
2025
Q3 		$29.2K Hold
167
– – 0.02% 74
2025
Q2 		$27.5K Buy
+167
New +$26.4K 0.02% 78

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
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Aventus Investment Advisors's VOE Position: Q2 2026 in Review

Aventus Investment Advisors held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 167 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #75.

Aventus Investment Advisors first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Aventus Investment Advisors held 167 shares of Vanguard Mid-Cap Value ETF worth $33K as of Q2 2026.
  • Aventus Investment Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Aventus Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Aventus Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.