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

Everhart Financial Group’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 		$63.2M Buy
319,994
+256,595
+405% +$49.6M 4.05% 6
2026
Q1 		$11.7M Buy
63,399
+23,827
+60% +$4.45M 0.99% 16
2025
Q4 		$7.02M Buy
39,572
+3,878
+11% +$679K 0.65% 24
2025
Q3 		$6.23M Buy
35,694
+3,448
+11% +$587K 0.62% 23
2025
Q2 		$5.3M Buy
32,246
+4,089
+15% +$647K 0.61% 24
2025
Q1 		$4.52M Buy
28,157
+4,504
+19% +$736K 0.62% 22
2024
Q4 		$3.83M Buy
23,653
+2,443
+12% +$412K 0.79% 25
2024
Q3 		$3.56M Sell
21,210
-276
-1% -$43.9K 0.79% 27
2024
Q2 		$3.23M Buy
21,486
+436
+2% +$66.2K 0.84% 26
2024
Q1 		$3.28M Buy
21,050
+1,825
+9% +$268K 0.96% 24
2023
Q4 		$2.79M Buy
19,225
+441
+2% +$59.2K 0.99% 24
2023
Q3 		$2.46M Sell
18,784
-484
-3% -$67K 1.04% 24
2023
Q2 		$4.33M Buy
19,268
+2,136
+12% +$285K 1.79% 10
2023
Q1 		$2.3M Buy
17,132
+1,295
+8% +$180K 1.03% 22
2022
Q4 		$2.14M Sell
15,837
-253
-2% -$33.9K 1.08% 22
2022
Q3 		$1.96M Buy
16,090
+1,922
+14% +$260K 1.08% 22
2022
Q2 		$1.83M Sell
14,168
-1,417
-9% -$200K 1.12% 19
2022
Q1 		$2.33M Buy
15,585
+359
+2% +$52.8K 1.35% 20
2021
Q4 		$2.29M Buy
15,226
+219
+1% +$32.2K 1.38% 21
2021
Q3 		$2.1M Buy
15,007
+926
+7% +$132K 1.44% 19
2021
Q2 		$1.98M Buy
14,081
+1,178
+9% +$166K 1.36% 20
2021
Q1 		$1.74M Sell
12,903
-6
-0% -$768 1.53% 17
2020
Q4 		$1.54M Buy
+12,909
New +$1.45M 1.42% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
DG
Diesslin Group Fort Worth, Texas $259M AUM

Everhart Financial Group's VOE Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 405% in Q2 2026, buying an estimated $49.6M and bringing the position to 319,994 shares worth $63.2M. The position accounts for 4.05% of the portfolio, ranked #6.

Everhart Financial Group first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Everhart Financial Group held 319,994 shares of Vanguard Mid-Cap Value ETF worth $63.2M as of Q2 2026.
  • Everhart Financial Group bought 256,595 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $49.6M.
  • Vanguard Mid-Cap Value ETF made up 4.05% of Everhart Financial Group's portfolio in Q2 2026, its #6 holding.
  • Everhart Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.