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

Capital Squared 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 		$711K Buy
3,596
+829
+30% +$160K 0.46% 48
2026
Q1 		$510K Buy
2,767
+253
+10% +$47.3K 0.39% 52
2025
Q4 		$446K Buy
2,514
+427
+20% +$74.7K 0.35% 54
2025
Q3 		$364K Buy
2,087
+205
+11% +$34.9K 0.32% 58
2025
Q2 		$310K Buy
+1,882
New +$298K 0.36% 52

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

Capital Squared Financial's VOE Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, buying an estimated $160K and bringing the position to 3,596 shares worth $711K. The position accounts for 0.46% of the portfolio, ranked #48.

Capital Squared Financial first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Capital Squared Financial held 3,596 shares of Vanguard Mid-Cap Value ETF worth $711K as of Q2 2026.
  • Capital Squared Financial bought 829 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $160K.
  • Vanguard Mid-Cap Value ETF made up 0.46% of Capital Squared Financial's portfolio in Q2 2026, its #48 holding.
  • Capital Squared Financial first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.