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

Baring 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 		$3.66M Sell
18,513
-448
-2% -$86.7K 2.01% 19
2026
Q1 		$3.49M Buy
18,961
+59
+0.3% +$11K 2.14% 17
2025
Q4 		$3.35M Sell
18,902
-16,132
-46% -$2.82M 2.04% 17
2025
Q3 		$6.12M Buy
35,034
+1,608
+5% +$274K 4.17% 4
2025
Q2 		$5.5M Buy
33,426
+1,282
+4% +$203K 4.11% 6
2025
Q1 		$5.16M Buy
32,144
+4,915
+18% +$804K 4.33% 5
2024
Q4 		$4.4M Buy
+27,229
New +$4.59M 3.93% 4

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

Baring Financial's VOE Position: Q2 2026 in Review

Baring Financial reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.4% in Q2 2026, selling an estimated $86.7K and leaving 18,513 shares worth $3.66M. The position accounts for 2.01% of the portfolio, ranked #19.

Baring Financial first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.12M in Q3 2025. 389 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Baring Financial held 18,513 shares of Vanguard Mid-Cap Value ETF worth $3.66M as of Q2 2026.
  • Baring Financial sold 448 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $86.7K.
  • Vanguard Mid-Cap Value ETF made up 2.01% of Baring Financial's portfolio in Q2 2026, its #19 holding.
  • Baring Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Baring Financial's Vanguard Mid-Cap Value ETF position peaked at $6.12M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.