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CJM Wealth Advisers’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

CJM Wealth Advisers’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 		$1.4M Sell
7,110
-85
-1% -$16.4K 0.37% 29
2026
Q1 		$1.33M Sell
7,195
-433
-6% -$80.9K 0.4% 26
2025
Q4 		$1.35M Sell
7,628
-128
-2% -$22.4K 0.4% 25
2025
Q3 		$1.35M Buy
7,756
+6
+0.1% +$1.02K 0.42% 26
2025
Q2 		$1.27M Hold
7,750
– – 0.42% 25
2025
Q1 		$1.24M Sell
7,750
-338
-4% -$55.3K 0.44% 25
2024
Q4 		$1.31M Buy
8,088
+5
+0.1% +$843 0.44% 21
2024
Q3 		$1.36M Sell
8,083
-237
-3% -$37.7K 0.46% 19
2024
Q2 		$1.24M Sell
8,320
-186
-2% -$28.2K 0.46% 21
2024
Q1 		$1.33M Sell
8,506
-48
-0.6% -$7.05K 0.5% 20
2023
Q4 		$1.24M Sell
8,554
-592
-6% -$79.5K 0.55% 20
2023
Q3 		$1.2M Buy
9,146
+562
+7% +$77.8K 0.58% 20
2023
Q2 		$1.19M Sell
8,584
-581
-6% -$77.5K 0.6% 21
2023
Q1 		$1.23M Sell
9,165
-163
-2% -$22.6K 0.7% 20
2022
Q4 		$1.26M Buy
9,328
+265
+3% +$35.6K 0.78% 19
2022
Q3 		$1.1M Buy
9,063
+3
+0% +$406 0.79% 17
2022
Q2 		$1.17M Buy
9,060
+1,050
+13% +$149K 0.82% 17
2022
Q1 		$1.2M Buy
8,010
+2,182
+37% +$321K 0.82% 21
2021
Q4 		$876K Buy
+5,828
New +$856K 0.62% 23

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

CJM Wealth Advisers's VOE Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.2% in Q2 2026, selling an estimated $16.4K and leaving 7,110 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #29.

CJM Wealth Advisers first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 302 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • CJM Wealth Advisers held 7,110 shares of Vanguard Mid-Cap Value ETF worth $1.4M as of Q2 2026.
  • CJM Wealth Advisers sold 85 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Mid-Cap Value ETF made up 0.37% of CJM Wealth Advisers's portfolio in Q2 2026, its #29 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 302 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.