Certified Advisory Corp’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Certified Advisory Corp’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	$201K	Sell	1,017 -100	-9%	-$19.3K	0.02%	323
2026 Q1	$206K	Buy	+1,117	New	+$209K	0.02%	308
2024 Q4	–	Sell	-1,232	Closed	-$207K	–	308
2024 Q3	$207K	Sell	1,232 -803	-39%	-$128K	0.02%	287
2024 Q2	$306K	Hold	2,035	–	–	0.04%	229
2024 Q1	$317K	Sell	2,035 -413	-17%	-$60.6K	0.04%	218
2023 Q4	$355K	Sell	2,448 -978	-29%	-$131K	0.05%	197
2023 Q3	$449K	Sell	3,426 -1,138	-25%	-$158K	0.08%	159
2023 Q2	$632K	Sell	4,564 -455	-9%	-$60.7K	0.12%	139
2023 Q1	$673K	Sell	5,019 -632	-11%	-$87.7K	0.12%	152
2022 Q4	$764K	Sell	5,651 -1,228	-18%	-$165K	0.15%	136
2022 Q3	$838K	Buy	6,879 +1,342	+24%	+$182K	0.19%	120
2022 Q2	$717K	Buy	5,537 +865	+19%	+$122K	0.16%	130
2022 Q1	$699K	Buy	4,672 +17	+0.4%	+$2.5K	0.15%	133
2021 Q4	$700K	Buy	4,655 +21	+0.5%	+$3.08K	0.15%	134
2021 Q3	$647K	Buy	4,634 +157	+4%	+$22.3K	0.16%	136
2021 Q2	$629K	Sell	4,477 -85	-2%	-$12K	0.16%	137
2021 Q1	$615K	Buy	+4,562	New	+$584K	0.16%	126
2020 Q2	$435K	Sell	4,546 -2,205	-33%	-$202K	0.14%	131
2020 Q1	$549K	Buy	6,751 +1,814	+37%	+$195K	0.22%	103
2019 Q4	$588K	Buy	4,937 +425	+9%	+$49K	0.19%	106
2019 Q3	$510K	Buy	4,512 +5	+0.1%	+$555	0.18%	107
2019 Q2	$502K	Buy	4,507 +10	+0.2%	+$1.09K	0.19%	105
2019 Q1	$485K	Buy	4,497 +369	+9%	+$38.7K	0.2%	100
2018 Q4	$393K	Sell	4,128 -1,689	-29%	-$177K	0.2%	102
2018 Q3	$658K	Buy	5,817 +387	+7%	+$44K	0.3%	76
2018 Q2	$600K	Buy	5,430 +823	+18%	+$91.1K	0.33%	75
2018 Q1	$503K	Buy	4,607 +1,692	+58%	+$190K	0.3%	80
2017 Q4	$325K	Buy	+2,915	New	+$315K	0.23%	85

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

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

Certified Advisory Corp's VOE Position: Q2 2026 in Review

Certified Advisory Corp reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 9% in Q2 2026, selling an estimated $19.3K and leaving 1,017 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #323.

Certified Advisory Corp first reported a position in VOE in Q4 2017 and has held it in 28 quarters since. The position peaked at $838K in Q3 2022. 466 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Certified Advisory Corp held 1,017 shares of Vanguard Mid-Cap Value ETF worth $201K as of Q2 2026.
Certified Advisory Corp sold 100 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Mid-Cap Value ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #323 holding.
Certified Advisory Corp first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 28 quarters since.
Certified Advisory Corp's Vanguard Mid-Cap Value ETF position peaked at $838K in Q3 2022.
466 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.