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

Beaird Harris 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 		$639K Sell
3,235
-246
-7% -$47.6K 0.04% 84
2026
Q1 		$642K Buy
3,481
+17
+0.5% +$3.18K 0.04% 85
2025
Q4 		$614K Buy
3,464
+74
+2% +$13K 0.04% 85
2025
Q3 		$592K Buy
3,390
+150
+5% +$25.5K 0.04% 86
2025
Q2 		$533K Hold
3,240
– – 0.04% 89
2025
Q1 		$520K Buy
3,240
+147
+5% +$24K 0.04% 79
2024
Q4 		$500K Buy
3,093
+18
+0.6% +$3.04K 0.04% 87
2024
Q3 		$516K Buy
3,075
+3,071
+76,775% +$488K 0.05% 88
2024
Q2 		$602 Buy
+4
New +$607 ﹤0.01% 620
2023
Q4 		– Sell
-4
Closed -$524 – 623
2023
Q3 		$524 Buy
+4
New +$554 ﹤0.01% 416
2022
Q1 		– Sell
-8
Closed -$1K – 736
2021
Q4 		$1K Buy
+8
New +$1.18K ﹤0.01% 633

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

Beaird Harris Wealth Management's VOE Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 7.1% in Q2 2026, selling an estimated $47.6K and leaving 3,235 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #84.

Beaird Harris Wealth Management first reported a position in VOE in Q4 2021 and has held it in 11 quarters since. The position peaked at $642K in Q1 2026. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Beaird Harris Wealth Management held 3,235 shares of Vanguard Mid-Cap Value ETF worth $639K as of Q2 2026.
  • Beaird Harris Wealth Management sold 246 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $47.6K.
  • Vanguard Mid-Cap Value ETF made up 0.04% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 11 quarters since.
  • Beaird Harris Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $642K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.