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

CoreCap 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 		$447K Sell
2,262
-68
-3% -$13.2K 0.01% 578
2026
Q1 		$429K Buy
2,330
+870
+60% +$163K 0.01% 548
2025
Q4 		$259K Buy
1,460
+112
+8% +$19.6K 0.01% 705
2025
Q3 		$235K Buy
1,348
+65
+5% +$11.1K 0.01% 750
2025
Q2 		$211K Sell
1,283
-424
-25% -$67.1K 0.01% 728
2025
Q1 		$274K Buy
1,707
+516
+43% +$84.4K 0.01% 610
2024
Q4 		$193K Buy
1,191
+638
+115% +$108K 0.01% 719
2024
Q3 		$92.6K Buy
+553
New +$87.9K ﹤0.01% 946
2024
Q2 		– Sell
-405
Closed -$63.1K – 2564
2024
Q1 		$63.1K Buy
+405
New +$59.5K ﹤0.01% 1024
2022
Q4 		$29.3K Buy
+217
New +$29.1K ﹤0.01% 1166
2022
Q3 		– Sell
-39
Closed -$5K – 2058
2022
Q2 		$5K Buy
+39
New +$5.52K ﹤0.01% 1698
2022
Q1 		– Sell
-131
Closed -$20K – 2061
2021
Q4 		$20K Buy
+131
New +$19.2K ﹤0.01% 1334

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

CoreCap Advisors's VOE Position: Q2 2026 in Review

CoreCap Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.9% in Q2 2026, selling an estimated $13.2K and leaving 2,262 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #578.

CoreCap Advisors first reported a position in VOE in Q4 2021 and has held it in 12 quarters since. 290 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • CoreCap Advisors held 2,262 shares of Vanguard Mid-Cap Value ETF worth $447K as of Q2 2026.
  • CoreCap Advisors sold 68 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Mid-Cap Value ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #578 holding.
  • CoreCap Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 290 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.