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Capital Investment Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Capital Investment Advisory Services’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 		$275K Sell
1,392
-484
-26% -$93.6K 0.02% 612
2026
Q1 		$346K Sell
1,876
-39
-2% -$7.29K 0.03% 478
2025
Q4 		$340K Buy
1,915
+590
+45% +$103K 0.02% 471
2025
Q3 		$231K Sell
1,325
-41
-3% -$6.98K 0.02% 545
2025
Q2 		$225K Sell
1,366
-101
-7% -$16K 0.02% 531
2025
Q1 		$236K Sell
1,467
-1,466
-50% -$240K 0.02% 499
2024
Q4 		$474K Sell
2,933
-208
-7% -$35.1K 0.05% 295
2024
Q3 		$527K Sell
3,141
-232
-7% -$36.9K 0.05% 286
2024
Q2 		$507K Sell
3,373
-117
-3% -$17.8K 0.05% 286
2024
Q1 		$544K Sell
3,490
-75
-2% -$11K 0.06% 280
2023
Q4 		$517K Buy
3,565
+172
+5% +$23.1K 0.05% 280
2023
Q3 		$444K Buy
3,393
+947
+39% +$131K 0.04% 302
2023
Q2 		$338K Sell
2,446
-135
-5% -$18K 0.03% 344
2023
Q1 		$346K Buy
2,581
+191
+8% +$26.5K 0.04% 332
2022
Q4 		$323K Sell
2,390
-1,384
-37% -$186K 0.04% 353
2022
Q3 		$460K Buy
3,774
+113
+3% +$15.3K 0.06% 265
2022
Q2 		$474K Buy
3,661
+202
+6% +$28.6K 0.06% 268
2022
Q1 		$518K Sell
3,459
-324
-9% -$47.7K 0.06% 274
2021
Q4 		$569K Hold
3,783
– – 0.07% 255
2021
Q3 		$528K Hold
3,783
– – 0.07% 254
2021
Q2 		$532K Buy
3,783
+493
+15% +$69.7K 0.07% 263
2021
Q1 		$444K Buy
3,290
+29
+0.9% +$3.71K 0.06% 269
2020
Q4 		$388K Sell
3,261
-330
-9% -$37K 0.06% 286
2020
Q3 		$364K Buy
3,591
+1,477
+70% +$150K 0.07% 250
2020
Q2 		$202K Buy
2,114
+1,925
+1,019% +$177K 0.04% 313
2020
Q1 		$15K Sell
189
-2,174
-92% -$234K ﹤0.01% 450
2019
Q4 		$282K Sell
2,363
-52
-2% -$5.99K 0.08% 239
2019
Q3 		$273K Hold
2,415
– – 0.08% 225
2019
Q2 		$270K Sell
2,415
-26
-1% -$2.85K 0.08% 230
2019
Q1 		$263K Sell
2,441
-4,198
-63% -$441K 0.1% 182
2018
Q4 		$632K Sell
6,639
-22
-0.3% -$2.31K 0.27% 75
2018
Q3 		$753K Sell
6,661
-102
-2% -$11.6K 0.35% 72
2018
Q2 		$747K Buy
6,763
+30
+0.4% +$3.32K 0.37% 67
2018
Q1 		$737K Sell
6,733
-328
-5% -$36.9K 0.41% 61
2017
Q4 		$788K Buy
7,061
+249
+4% +$26.9K 0.46% 50
2017
Q3 		$720K Sell
6,812
-419
-6% -$43.5K 0.44% 57
2017
Q2 		$744K Buy
7,231
+146
+2% +$14.9K 0.49% 53
2017
Q1 		$722K Buy
7,085
+305
+4% +$30.7K 0.53% 54
2016
Q4 		$659K Buy
+6,780
New +$643K 0.57% 51

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
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

Capital Investment Advisory Services's VOE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 26% in Q2 2026, selling an estimated $93.6K and leaving 1,392 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #612.

Capital Investment Advisory Services first reported a position in VOE in Q4 2016 and has held it in 39 quarters since. The position peaked at $788K in Q4 2017. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Capital Investment Advisory Services held 1,392 shares of Vanguard Mid-Cap Value ETF worth $275K as of Q2 2026.
  • Capital Investment Advisory Services sold 484 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $93.6K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #612 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's Vanguard Mid-Cap Value ETF position peaked at $788K in Q4 2017.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.