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Curated Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Curated Wealth 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 		– Sell
-3,016
Closed -$556K – 893
2026
Q1 		$556K Buy
3,016
+1
+0% +$187 0.07% 107
2025
Q4 		$535K Buy
3,015
+1
+0% +$175 0.06% 115
2025
Q3 		$526K Sell
3,014
-65
-2% -$11.1K 0.06% 93
2025
Q2 		$506K Hold
3,079
– – 0.06% 94
2025
Q1 		$494K Sell
3,079
-69
-2% -$11.3K 0.06% 89
2024
Q4 		$509K Buy
+3,148
New +$531K 0.06% 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
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Curated Wealth Partners's VOE Position: Q2 2026 in Review

Curated Wealth Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 3,016 shares — an estimated $556K sold.

Curated Wealth Partners first reported a position in VOE in Q4 2024 and held it in 6 quarters. The position peaked at $556K in Q1 2026. 482 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Curated Wealth Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 3,016 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $556K.
  • Curated Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Curated Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $556K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.