DiNuzzo Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

DiNuzzo Private Wealth’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	$84K	Hold	425	–	–	0.01%	120
2026 Q1	$78.3K	Hold	425	–	–	0.01%	115
2025 Q4	$75.4K	Hold	425	–	–	0.01%	120
2025 Q3	$73.4K	Hold	425	–	–	0.01%	115
2025 Q2	$69.9K	Hold	425	–	–	0.01%	118
2025 Q1	$68.2K	Hold	425	–	–	0.01%	117
2024 Q4	$68.8K	Hold	425	–	–	0.01%	116
2024 Q3	$71.3K	Hold	425	–	–	0.01%	119
2024 Q2	$63.9K	Hold	425	–	–	0.01%	92
2024 Q1	$66.3K	Hold	425	–	–	0.01%	81
2023 Q4	$61.6K	Buy	+425	New	+$57.1K	0.01%	81

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

DiNuzzo Private Wealth's VOE Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 425 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #120.

DiNuzzo Private Wealth first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 525 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

DiNuzzo Private Wealth held 425 shares of Vanguard Mid-Cap Value ETF worth $84K as of Q2 2026.
DiNuzzo Private Wealth left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Value ETF made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #120 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
525 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.