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Echo45 Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Echo45 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 		$6.75M Buy
34,168
+969
+3% +$187K 3.49% 8
2026
Q1 		$6.12M Sell
33,199
-64
-0.2% -$12K 3.44% 8
2025
Q4 		$5.9M Buy
33,263
+816
+3% +$143K 3.37% 8
2025
Q3 		$5.66M Buy
32,447
+1,074
+3% +$183K 3.32% 11
2025
Q2 		$5.16M Buy
31,373
+401
+1% +$63.5K 3.25% 11
2025
Q1 		$4.97M Sell
30,972
-152
-0.5% -$24.9K 3.33% 10
2024
Q4 		$5.05M Buy
31,124
+2,902
+10% +$490K 3.32% 11
2024
Q3 		$4.73M Buy
28,222
+1,142
+4% +$182K 3.08% 12
2024
Q2 		$4.07M Sell
27,080
-3,805
-12% -$577K 2.86% 13
2024
Q1 		$4.82M Buy
30,885
+195
+0.6% +$28.6K 3.47% 10
2023
Q4 		$4.45M Buy
30,690
+4,040
+15% +$543K 3.42% 10
2023
Q3 		$3.49M Buy
26,650
+100
+0.4% +$13.8K 2.96% 11
2023
Q2 		$3.67M Buy
26,550
+1,390
+6% +$185K 3.03% 10
2023
Q1 		$3.37M Buy
25,160
+9,611
+62% +$1.33M 2.8% 11
2022
Q4 		$2.1M Buy
15,549
+781
+5% +$105K 1.88% 11
2022
Q3 		$1.8M Buy
14,768
+1,284
+10% +$174K 1.82% 12
2022
Q2 		$1.75M Buy
13,484
+2,986
+28% +$422K 1.65% 11
2022
Q1 		$1.57M Buy
10,498
+3,905
+59% +$574K 1.23% 13
2021
Q4 		$991K Buy
+6,593
New +$968K 0.79% 19

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

Echo45 Advisors's VOE Position: Q2 2026 in Review

Echo45 Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 2.9% in Q2 2026, buying an estimated $187K and bringing the position to 34,168 shares worth $6.75M. The position accounts for 3.49% of the portfolio, ranked #8.

Echo45 Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Echo45 Advisors held 34,168 shares of Vanguard Mid-Cap Value ETF worth $6.75M as of Q2 2026.
  • Echo45 Advisors bought 969 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $187K.
  • Vanguard Mid-Cap Value ETF made up 3.49% of Echo45 Advisors's portfolio in Q2 2026, its #8 holding.
  • Echo45 Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.