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Genesis Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Genesis Private Wealth’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 Buy
32,328
+1,049
+3% +$203K 1.8% 19
2026
Q1 		$5.76M Sell
31,279
-151
-0.5% -$28.2K 1.81% 18
2025
Q4 		$5.57M Buy
31,430
+1,096
+4% +$192K 1.73% 18
2025
Q3 		$5.3M Buy
30,334
+508
+2% +$86.4K 2.23% 16
2025
Q2 		$4.91M Buy
29,826
+498
+2% +$78.9K 2.31% 15
2025
Q1 		$4.71M Buy
29,328
+1,153
+4% +$189K 2.5% 13
2024
Q4 		$4.56M Buy
+28,175
New +$4.75M 2.51% 13

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
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

Genesis Private Wealth's VOE Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 3.4% in Q2 2026, buying an estimated $203K and bringing the position to 32,328 shares worth $6.39M. The position accounts for 1.8% of the portfolio, ranked #19.

Genesis Private Wealth first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Genesis Private Wealth held 32,328 shares of Vanguard Mid-Cap Value ETF worth $6.39M as of Q2 2026.
  • Genesis Private Wealth bought 1,049 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Mid-Cap Value ETF made up 1.8% of Genesis Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Genesis Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.