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

Gladwyn Financial Advisors’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 		$12.1M Buy
61,465
+2,373
+4% +$459K 7.6% 4
2026
Q1 		$10.9M Sell
59,092
-171
-0.3% -$31.9K 7.58% 3
2025
Q4 		$10.5M Buy
59,263
+1,535
+3% +$269K 7.39% 3
2025
Q3 		$10.1M Buy
57,728
+1,768
+3% +$301K 7.23% 3
2025
Q2 		$9.2M Buy
+55,960
New +$8.86M 7.12% 4

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

Gladwyn Financial Advisors's VOE Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, buying an estimated $459K and bringing the position to 61,465 shares worth $12.1M. The position accounts for 7.6% of the portfolio, ranked #4.

Gladwyn Financial Advisors first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Gladwyn Financial Advisors held 61,465 shares of Vanguard Mid-Cap Value ETF worth $12.1M as of Q2 2026.
  • Gladwyn Financial Advisors bought 2,373 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $459K.
  • Vanguard Mid-Cap Value ETF made up 7.6% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.