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

Clune & 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 		$336K Sell
1,699
-199
-10% -$38.5K 0.05% 137
2026
Q1 		$350K Buy
1,898
+8
+0.4% +$1.5K 0.07% 128
2025
Q4 		$335K Sell
1,890
-43
-2% -$7.53K 0.07% 128
2025
Q3 		$337K Buy
1,933
+8
+0.4% +$1.36K 0.08% 116
2025
Q2 		$317K Buy
1,925
+378
+24% +$59.9K 0.09% 118
2025
Q1 		$248K Buy
1,547
+38
+3% +$6.21K 0.08% 124
2024
Q4 		$244K Buy
+1,509
New +$255K 0.08% 125

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

Clune & Associates's VOE Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 10% in Q2 2026, selling an estimated $38.5K and leaving 1,699 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #137.

Clune & Associates first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 301 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Clune & Associates held 1,699 shares of Vanguard Mid-Cap Value ETF worth $336K as of Q2 2026.
  • Clune & Associates sold 199 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $38.5K.
  • Vanguard Mid-Cap Value ETF made up 0.05% of Clune & Associates's portfolio in Q2 2026, its #137 holding.
  • Clune & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard Mid-Cap Value ETF position peaked at $350K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.