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Centennial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Centennial 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 		– Sell
-10,979
Closed -$2.02M – 98
2026
Q1 		$2.02M Buy
10,979
+1,282
+13% +$240K 2.57% 14
2025
Q4 		$1.72M Buy
+9,697
New +$1.7M 2.23% 17

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Centennial Advisors's VOE Position: Q2 2026 in Review

Centennial Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 10,979 shares — an estimated $2.02M sold.

Centennial Advisors first reported a position in VOE in Q4 2025 and held it in 2 quarters. The position peaked at $2.02M in Q1 2026. 795 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Centennial Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Centennial Advisors sold 10,979 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.02M.
  • Centennial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Centennial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.02M in Q1 2026.
  • 795 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.