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

Elevation 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 		$432K Sell
2,187
-279
-11% -$54K 0.13% 90
2026
Q1 		$454K Sell
2,466
-87
-3% -$16.3K 0.16% 79
2025
Q4 		$453K Sell
2,553
-55
-2% -$9.63K 0.16% 78
2025
Q3 		$455K Buy
2,608
+87
+3% +$14.8K 0.16% 80
2025
Q2 		$415K Sell
2,521
-425
-14% -$67.3K 0.16% 80
2025
Q1 		$473K Hold
2,946
– – 0.2% 71
2024
Q4 		$477K Sell
2,946
-755
-20% -$127K 0.2% 71
2024
Q3 		$621K Hold
3,701
– – 0.27% 56
2024
Q2 		$557K Buy
3,701
+250
+7% +$37.9K 0.26% 59
2024
Q1 		$538K Sell
3,451
-2,135
-38% -$313K 0.27% 63
2023
Q4 		$732K Buy
+5,586
New +$750K 0.44% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
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
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

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

Elevation Wealth Partners reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, selling an estimated $54K and leaving 2,187 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #90.

Elevation Wealth Partners first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $732K in Q4 2023. 535 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Elevation Wealth Partners held 2,187 shares of Vanguard Mid-Cap Value ETF worth $432K as of Q2 2026.
  • Elevation Wealth Partners sold 279 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $54K.
  • Vanguard Mid-Cap Value ETF made up 0.13% of Elevation Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $732K in Q4 2023.
  • 535 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.