Cathy Pareto & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Cathy Pareto & Associates’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	$4.85M	Sell	24,518 -892	-4%	-$173K	2.84%	12
2026 Q1	$4.68M	Sell	25,410 -2,189	-8%	-$409K	3.14%	10
2025 Q4	$4.9M	Sell	27,599 -2,409	-8%	-$422K	3.4%	9
2025 Q3	$5.24M	Buy	30,008 +2,338	+8%	+$398K	3.95%	8
2025 Q2	$4.55M	Sell	27,670 -303	-1%	-$48K	3.76%	8
2025 Q1	$4.49M	Sell	27,973 -467	-2%	-$76.3K	3.97%	7
2024 Q4	$4.6M	Buy	+28,440	New	+$4.8M	4.23%	6

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

MAM

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cathy Pareto & Associates's VOE Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3.5% in Q2 2026, selling an estimated $173K and leaving 24,518 shares worth $4.85M. The position accounts for 2.84% of the portfolio, ranked #12.

Cathy Pareto & Associates first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24M in Q3 2025. 367 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cathy Pareto & Associates held 24,518 shares of Vanguard Mid-Cap Value ETF worth $4.85M as of Q2 2026.
Cathy Pareto & Associates sold 892 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $173K.
Vanguard Mid-Cap Value ETF made up 2.84% of Cathy Pareto & Associates's portfolio in Q2 2026, its #12 holding.
Cathy Pareto & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Vanguard Mid-Cap Value ETF position peaked at $5.24M in Q3 2025.
367 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.