Brady Martz Wealth Solutions’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Brady Martz Wealth Solutions’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	$557K	Hold	2,819	–	–	0.08%	137
2026 Q1	$519K	Buy	2,819 +274	+11%	+$51.2K	0.09%	131
2025 Q4	$451K	Sell	2,545 -18,518	-88%	-$3.24M	0.08%	134
2025 Q3	$3.68M	Hold	21,063	–	–	0.67%	35
2025 Q2	$3.46M	Sell	21,063 -555	-3%	-$87.9K	0.67%	34
2025 Q1	$3.47M	Sell	21,618 -288	-1%	-$47.1K	0.79%	33
2024 Q4	$3.56M	Buy	+21,906	New	+$3.7M	0.86%	28

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

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

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

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Brady Martz Wealth Solutions's VOE Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 2,819 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #137.

Brady Martz Wealth Solutions first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q3 2025. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Brady Martz Wealth Solutions held 2,819 shares of Vanguard Mid-Cap Value ETF worth $557K as of Q2 2026.
Brady Martz Wealth Solutions left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Value ETF made up 0.08% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #137 holding.
Brady Martz Wealth Solutions first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Vanguard Mid-Cap Value ETF position peaked at $3.68M in Q3 2025.
422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.