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Forza Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Forza Wealth Management’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 		$6.55M Buy
33,172
+835
+3% +$162K 2.01% 8
2026
Q1 		$5.96M Buy
32,337
+935
+3% +$175K 2.07% 7
2025
Q4 		$5.57M Hold
31,402
– – 2.01% 10
2025
Q3 		$5.48M Sell
31,402
-5
-0% -$851 2.1% 10
2025
Q2 		$5.17M Hold
31,407
– – 2.12% 9
2025
Q1 		$5.04M Hold
31,407
– – 2.27% 7
2024
Q4 		$5.08M Buy
31,407
+585
+2% +$98.7K 2.31% 7
2024
Q3 		$5.17M Sell
30,822
-76
-0.2% -$12.1K 2.37% 6
2024
Q2 		$4.65M Sell
30,898
-50
-0.2% -$7.59K 2.4% 8
2024
Q1 		$4.83M Sell
30,948
-100
-0.3% -$14.7K 2.51% 7
2023
Q4 		$4.5M Sell
31,048
-5,546
-15% -$745K 2.48% 7
2023
Q3 		$4.79M Buy
36,594
+112
+0.3% +$15.5K 2.47% 4
2023
Q2 		$5.05M Buy
36,482
+473
+1% +$63.1K 2.54% 4
2023
Q1 		$4.83M Buy
36,009
+4,386
+14% +$608K 2.49% 3
2022
Q4 		$4.28M Buy
+31,623
New +$4.24M 2.84% 5

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

Forza Wealth Management's VOE Position: Q2 2026 in Review

Forza Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 2.6% in Q2 2026, buying an estimated $162K and bringing the position to 33,172 shares worth $6.55M. The position accounts for 2.01% of the portfolio, ranked #8.

Forza Wealth Management first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 270 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Forza Wealth Management held 33,172 shares of Vanguard Mid-Cap Value ETF worth $6.55M as of Q2 2026.
  • Forza Wealth Management bought 835 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Mid-Cap Value ETF made up 2.01% of Forza Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Forza Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 270 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.