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Columbia Advisory Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Columbia Advisory Partners’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 		$1.63M Sell
8,233
-269
-3% -$52K 0.9% 27
2026
Q1 		$1.57M Sell
8,502
-25,933
-75% -$4.84M 1% 25
2025
Q4 		$6.11M Sell
34,435
-2,356
-6% -$412K 4.16% 6
2025
Q3 		$6.42M Sell
36,791
-986
-3% -$168K 4.44% 6
2025
Q2 		$6.21M Sell
37,777
-3,534
-9% -$560K 4.7% 6
2025
Q1 		$6.63M Sell
41,311
-1,052
-2% -$172K 5.75% 5
2024
Q4 		$6.85M Sell
42,363
-16,833
-28% -$2.84M 6.37% 5
2024
Q3 		$9.93M Sell
59,196
-821
-1% -$131K 9.4% 3
2024
Q2 		$9.03M Sell
60,017
-3,413
-5% -$518K 8.81% 4
2024
Q1 		$9.89M Sell
63,430
-1,725
-3% -$253K 10.02% 3
2023
Q4 		$9.45M Sell
65,155
-2,691
-4% -$361K 9.71% 3
2023
Q3 		$8.89M Sell
67,846
-2,101
-3% -$291K 9.68% 3
2023
Q2 		$9.68M Sell
69,947
-4,024
-5% -$536K 10.35% 4
2023
Q1 		$9.92M Sell
73,971
-41,915
-36% -$5.81M 9.36% 3
2022
Q4 		$15.7M Buy
115,886
+14,219
+14% +$1.91M 14.93% 2
2022
Q3 		$12.4M Buy
101,667
+1,201
+1% +$163K 15.1% 2
2022
Q2 		$13M Sell
100,466
-1,371
-1% -$194K 14.9% 2
2022
Q1 		$15.2M Sell
101,837
-211
-0.2% -$31K 15.29% 2
2021
Q4 		$15.3M Buy
+102,048
New +$15M 15.29% 2

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Columbia Advisory Partners's VOE Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3.2% in Q2 2026, selling an estimated $52K and leaving 8,233 shares worth $1.63M. The position accounts for 0.9% of the portfolio, ranked #27.

Columbia Advisory Partners first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2022. 523 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Columbia Advisory Partners held 8,233 shares of Vanguard Mid-Cap Value ETF worth $1.63M as of Q2 2026.
  • Columbia Advisory Partners sold 269 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $52K.
  • Vanguard Mid-Cap Value ETF made up 0.9% of Columbia Advisory Partners's portfolio in Q2 2026, its #27 holding.
  • Columbia Advisory Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Columbia Advisory Partners's Vanguard Mid-Cap Value ETF position peaked at $15.7M in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.