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CWA Asset Management Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

CWA Asset Management Group’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 		$420K Buy
2,123
+10
+0.5% +$1.94K 0.01% 528
2026
Q1 		$389K Sell
2,113
-180
-8% -$33.6K 0.01% 523
2025
Q4 		$407K Buy
2,293
+131
+6% +$22.9K 0.01% 494
2025
Q3 		$377K Buy
2,162
+11
+0.5% +$1.87K 0.01% 525
2025
Q2 		$354K Hold
2,151
– – 0.01% 506
2025
Q1 		$345K Sell
2,151
-32
-1% -$5.23K 0.02% 485
2024
Q4 		$353K Buy
2,183
+58
+3% +$9.78K 0.02% 449
2024
Q3 		$356K Buy
+2,125
New +$338K 0.02% 434
2024
Q1 		$340K Sell
2,182
-10
-0.5% -$1.47K 0.02% 388
2023
Q4 		$318K Buy
2,192
+35
+2% +$4.7K 0.02% 320
2023
Q3 		$283K Buy
2,157
+71
+3% +$9.83K 0.02% 294
2023
Q2 		$289K Sell
2,086
-118
-5% -$15.7K 0.02% 289
2023
Q1 		$295K Sell
2,204
-542
-20% -$75.2K 0.02% 264
2022
Q4 		$371K Sell
2,746
-609
-18% -$81.7K 0.03% 226
2022
Q3 		$409K Buy
3,355
+1,258
+60% +$170K 0.04% 197
2022
Q2 		$272K Sell
2,097
-386
-16% -$54.6K 0.03% 243
2022
Q1 		$372K Buy
2,483
+566
+30% +$83.2K 0.03% 216
2021
Q4 		$288K Sell
1,917
-156
-8% -$22.9K 0.02% 239
2021
Q3 		$289K Buy
2,073
+10
+0.5% +$1.42K 0.02% 229
2021
Q2 		$293K Buy
2,063
+194
+10% +$27.4K 0.02% 224
2021
Q1 		$252K Sell
1,869
-36
-2% -$4.61K 0.02% 232
2020
Q4 		$227K Buy
+1,905
New +$213K 0.02% 238
2020
Q1 		– Sell
-1,809
Closed -$216K – 272
2019
Q4 		$216K Buy
1,809
+13
+0.7% +$1.5K 0.03% 214
2019
Q3 		$202K Sell
1,796
-66
-4% -$7.33K 0.03% 204
2019
Q2 		$207K Buy
+1,862
New +$204K 0.04% 212
2018
Q4 		– Sell
-1,888
Closed -$213K – 224
2018
Q3 		$213K Hold
1,888
– – 0.05% 185
2018
Q2 		$209K Buy
+1,888
New +$209K 0.05% 185
2018
Q1 		– Sell
-1,812
Closed -$202K – 200
2017
Q4 		$202K Buy
+1,812
New +$196K 0.05% 165

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CWA Asset Management Group's VOE Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.47% in Q2 2026, buying an estimated $1.94K and bringing the position to 2,123 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #528.

CWA Asset Management Group first reported a position in VOE in Q4 2017 and has held it in 28 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • CWA Asset Management Group held 2,123 shares of Vanguard Mid-Cap Value ETF worth $420K as of Q2 2026.
  • CWA Asset Management Group bought 10 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard Mid-Cap Value ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #528 holding.
  • CWA Asset Management Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 28 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.