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First United Bank & Trust’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

First United Bank & Trust’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 		$6.39M Sell
32,354
-609
-2% -$118K 1.84% 13
2026
Q1 		$6.07M Buy
32,963
+3,465
+12% +$647K 1.97% 12
2025
Q4 		$5.23M Buy
29,498
+1,537
+5% +$269K 1.67% 14
2025
Q3 		$4.88M Buy
27,961
+1,806
+7% +$307K 1.58% 18
2025
Q2 		$4.3M Sell
26,155
-1,051
-4% -$166K 1.5% 17
2025
Q1 		$4.37M Buy
27,206
+606
+2% +$99.1K 1.63% 15
2024
Q4 		$4.3M Buy
26,600
+927
+4% +$156K 1.56% 16
2024
Q3 		$4.3M Buy
25,673
+389
+2% +$61.8K 1.55% 14
2024
Q2 		$3.8M Buy
25,284
+408
+2% +$61.9K 1.42% 17
2024
Q1 		$3.88M Buy
24,876
+20
+0.1% +$2.94K 1.44% 16
2023
Q4 		$3.6M Sell
24,856
-859
-3% -$115K 1.44% 11
2023
Q3 		$3.37M Sell
25,715
-365
-1% -$50.6K 1.57% 13
2023
Q2 		$3.61M Sell
26,080
-741
-3% -$98.8K 1.6% 12
2023
Q1 		$3.6M Buy
26,821
+214
+0.8% +$29.7K 1.69% 12
2022
Q4 		$3.6M Sell
26,607
-2,494
-9% -$335K 1.76% 10
2022
Q3 		$3.54M Sell
29,101
-3,190
-10% -$432K 1.78% 13
2022
Q2 		$4.18M Sell
32,291
-2,629
-8% -$372K 1.92% 11
2022
Q1 		$5.23M Sell
34,920
-1,514
-4% -$223K 2.05% 10
2021
Q4 		$5.48M Sell
36,434
-1,520
-4% -$223K 2.02% 10
2021
Q3 		$5.3M Sell
37,954
-42
-0.1% -$5.97K 2.16% 8
2021
Q2 		$5.34M Buy
37,996
+2,012
+6% +$284K 2.23% 8
2021
Q1 		$4.85M Buy
35,984
+8,143
+29% +$1.04M 2.07% 6
2020
Q4 		$3.31M Buy
27,841
+7,676
+38% +$860K 1.6% 15
2020
Q3 		$2.04M Sell
20,165
-660
-3% -$66.9K 1.14% 27
2020
Q2 		$1.99M Buy
20,825
+1,675
+9% +$154K 1.18% 26
2020
Q1 		$1.56M Buy
19,150
+4,513
+31% +$486K 1.11% 28
2019
Q4 		$1.74M Buy
14,637
+1,108
+8% +$128K 1% 34
2019
Q3 		$1.53M Sell
13,529
-77
-0.6% -$8.55K 0.96% 37
2019
Q2 		$1.51M Buy
13,606
+369
+3% +$40.4K 0.9% 43
2019
Q1 		$1.43M Sell
13,237
-1,533
-10% -$161K 0.88% 44
2018
Q4 		$1.41M Buy
14,770
+971
+7% +$102K 0.99% 42
2018
Q3 		$1.56M Buy
13,799
+107
+0.8% +$12.2K 0.98% 41
2018
Q2 		$1.51M Buy
13,692
+134
+1% +$14.8K 1% 41
2018
Q1 		$1.48M Buy
13,558
+475
+4% +$53.4K 0.98% 42
2017
Q4 		$1.46M Buy
13,083
+1,053
+9% +$114K 0.95% 42
2017
Q3 		$1.27M Buy
12,030
+1,183
+11% +$123K 0.85% 47
2017
Q2 		$1.12M Buy
10,847
+1,187
+12% +$121K 0.76% 52
2017
Q1 		$985K Buy
9,660
+4,535
+88% +$457K 0.69% 52
2016
Q4 		$498K Buy
+5,125
New +$486K 0.38% 78

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

First United Bank & Trust's VOE Position: Q2 2026 in Review

First United Bank & Trust reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.8% in Q2 2026, selling an estimated $118K and leaving 32,354 shares worth $6.39M. The position accounts for 1.84% of the portfolio, ranked #13.

First United Bank & Trust first reported a position in VOE in Q4 2016 and has held it in 39 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • First United Bank & Trust held 32,354 shares of Vanguard Mid-Cap Value ETF worth $6.39M as of Q2 2026.
  • First United Bank & Trust sold 609 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Mid-Cap Value ETF made up 1.84% of First United Bank & Trust's portfolio in Q2 2026, its #13 holding.
  • First United Bank & Trust first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and has held it in 39 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.