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Envision Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Envision Financial’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 		$2.9M Sell
14,659
-2,488
-15% -$481K 1.33% 19
2026
Q1 		$3.16M Sell
17,147
-3,235
-16% -$604K 1.7% 15
2025
Q4 		$3.62M Sell
20,382
-773
-4% -$135K 1.91% 14
2025
Q3 		$3.69M Sell
21,155
-931
-4% -$158K 2.12% 15
2025
Q2 		$3.63M Hold
22,086
– – 2.42% 13
2025
Q1 		$3.55M Sell
22,086
-1,089
-5% -$178K 2.67% 12
2024
Q4 		$3.75M Buy
+23,175
New +$3.91M 3.01% 10

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envision Financial's VOE Position: Q2 2026 in Review

Envision Financial reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 15% in Q2 2026, selling an estimated $481K and leaving 14,659 shares worth $2.9M. The position accounts for 1.33% of the portfolio, ranked #19.

Envision Financial first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q4 2024. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Envision Financial held 14,659 shares of Vanguard Mid-Cap Value ETF worth $2.9M as of Q2 2026.
  • Envision Financial sold 2,488 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $481K.
  • Vanguard Mid-Cap Value ETF made up 1.33% of Envision Financial's portfolio in Q2 2026, its #19 holding.
  • Envision Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Envision Financial's Vanguard Mid-Cap Value ETF position peaked at $3.75M in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.