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

Buttonwood Financial 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 		$2.05M Buy
10,379
+562
+6% +$109K 0.62% 38
2026
Q1 		$1.81M Buy
9,817
+1,541
+19% +$288K 0.61% 44
2025
Q4 		$1.47M Buy
8,276
+151
+2% +$26.4K 0.49% 44
2025
Q3 		$1.42M Buy
8,125
+962
+13% +$164K 0.49% 44
2025
Q2 		$1.18M Buy
7,163
+535
+8% +$84.7K 0.47% 40
2025
Q1 		$1.06M Buy
6,628
+1,033
+18% +$169K 0.47% 43
2024
Q4 		$905K Buy
5,595
+1,116
+25% +$188K 0.4% 49
2024
Q3 		$751K Buy
4,479
+346
+8% +$55K 0.33% 53
2024
Q2 		$622K Buy
4,133
+1,445
+54% +$219K 0.29% 63
2024
Q1 		$419K Buy
2,688
+479
+22% +$70.3K 0.2% 79
2023
Q4 		$320K Buy
+2,209
New +$297K 0.17% 84

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

Buttonwood Financial Advisors's VOE Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 5.7% in Q2 2026, buying an estimated $109K and bringing the position to 10,379 shares worth $2.05M. The position accounts for 0.62% of the portfolio, ranked #38.

Buttonwood Financial Advisors first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 319 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Buttonwood Financial Advisors held 10,379 shares of Vanguard Mid-Cap Value ETF worth $2.05M as of Q2 2026.
  • Buttonwood Financial Advisors bought 562 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Mid-Cap Value ETF made up 0.62% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Buttonwood Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 319 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.