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CX Institutional’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

CX Institutional’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 		$4.91M Buy
24,848
+445
+2% +$86.1K 0.14% 155
2026
Q1 		$4.5M Sell
24,403
-23,464
-49% -$4.38M 0.14% 173
2025
Q4 		$8.49M Buy
47,867
+1,346
+3% +$236K 0.25% 98
2025
Q3 		$8.12M Buy
46,521
+1,284
+3% +$218K 0.25% 98
2025
Q2 		$7.44M Buy
45,237
+4,943
+12% +$783K 0.26% 82
2025
Q1 		$6.47M Buy
40,294
+4,751
+13% +$777K 0.24% 97
2024
Q4 		$5.75M Sell
35,543
-702
-2% -$118K 0.23% 100
2024
Q3 		$6.08M Buy
36,245
+6,581
+22% +$1.05M 0.27% 104
2024
Q2 		$4.46M Buy
29,664
+335
+1% +$50.8K 0.21% 120
2024
Q1 		$4.57M Sell
29,329
-94
-0.3% -$13.8K 0.22% 114
2023
Q4 		$4.27M Sell
29,423
-11,049
-27% -$1.48M 0.23% 113
2023
Q3 		$5.3M Sell
40,472
-27,975
-41% -$3.87M 0.29% 92
2023
Q2 		$9.47M Sell
68,447
-235
-0.3% -$31.3K 0.49% 55
2023
Q1 		$9.2M Buy
68,682
+24,621
+56% +$3.42M 0.49% 58
2022
Q4 		$5.96M Buy
44,061
+10,098
+30% +$1.35M 0.36% 65
2022
Q3 		$4.14M Buy
33,963
+2,734
+9% +$370K 0.29% 93
2022
Q2 		$4.04M Sell
31,229
-25,008
-44% -$3.54M 0.31% 81
2022
Q1 		$8.42M Buy
56,237
+360
+0.6% +$52.9K 0.67% 34
2021
Q4 		$8.4M Buy
55,877
+10,885
+24% +$1.6M 0.67% 37
2021
Q3 		$6.28M Sell
44,992
-4,418
-9% -$628K 0.51% 52
2021
Q2 		$6.94M Sell
49,410
-17,104
-26% -$2.42M 0.57% 44
2021
Q1 		$8.97M Buy
66,514
+16,543
+33% +$2.12M 0.8% 28
2020
Q4 		$5.94M Buy
49,971
+10,911
+28% +$1.22M 0.57% 45
2020
Q3 		$3.96M Buy
39,060
+7,136
+22% +$723K 0.43% 63
2020
Q2 		$3.06M Buy
31,924
+2,885
+10% +$265K 0.4% 53
2020
Q1 		$2.36M Buy
29,039
+4,215
+17% +$454K 0.39% 60
2019
Q4 		$2.96M Sell
24,824
-758
-3% -$87.3K 0.52% 46
2019
Q3 		$2.89M Buy
25,582
+3,143
+14% +$349K 0.47% 57
2019
Q2 		$2.5M Buy
22,439
+2,572
+13% +$282K 0.4% 64
2019
Q1 		$2.14M Sell
19,867
-1,200
-6% -$126K 0.38% 72
2018
Q4 		$2.01M Buy
21,067
+3,854
+22% +$405K 0.42% 53
2018
Q3 		$1.95M Sell
17,213
-596
-3% -$67.7K 0.64% 47
2018
Q2 		$1.97M Buy
+17,809
New +$1.97M 0.73% 48

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

CX Institutional's VOE Position: Q2 2026 in Review

CX Institutional increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.8% in Q2 2026, buying an estimated $86.1K and bringing the position to 24,848 shares worth $4.91M. The position accounts for 0.14% of the portfolio, ranked #155.

CX Institutional first reported a position in VOE in Q2 2018 and has held it in 33 quarters since. The position peaked at $9.47M in Q2 2023. 301 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • CX Institutional held 24,848 shares of Vanguard Mid-Cap Value ETF worth $4.91M as of Q2 2026.
  • CX Institutional bought 445 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $86.1K.
  • Vanguard Mid-Cap Value ETF made up 0.14% of CX Institutional's portfolio in Q2 2026, its #155 holding.
  • CX Institutional first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Vanguard Mid-Cap Value ETF position peaked at $9.47M in Q2 2023.
  • 301 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.