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GoalVest Advisory’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

GoalVest Advisory’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 		$171K Sell
863
-60
-7% -$11.6K 0.03% 127
2026
Q1 		$170K Sell
923
-79
-8% -$14.8K 0.03% 151
2025
Q4 		$178K Hold
1,002
– – 0.03% 151
2025
Q3 		$175K Hold
1,002
– – 0.04% 140
2025
Q2 		$165K Buy
1,002
+504
+101% +$79.8K 0.04% 140
2025
Q1 		$79.9K Sell
498
-63
-11% -$10.3K 0.02% 155
2024
Q4 		$90.8K Buy
561
+3
+0.5% +$506 0.02% 151
2024
Q3 		$93.6K Hold
558
– – 0.03% 148
2024
Q2 		$83.9K Hold
558
– – 0.03% 143
2024
Q1 		$87K Buy
558
+545
+4,192% +$80K 0.03% 154
2023
Q4 		$1.89K Sell
13
-15
-54% -$2.02K ﹤0.01% 334
2023
Q3 		$3.67K Buy
+28
New +$3.88K ﹤0.01% 368
2022
Q4 		– Sell
-50
Closed -$6K – 270
2022
Q3 		$6K Buy
+50
New +$6.77K ﹤0.01% 205
2022
Q2 		– Sell
-131
Closed -$20K – 538
2022
Q1 		$20K Buy
+131
New +$19.3K 0.01% 196
2021
Q2 		$18K Buy
+131
New +$18.5K 0.01% 180
2021
Q1 		– Sell
-84
Closed -$10K – 239
2020
Q4 		$10K Buy
+84
New +$9.41K 0.01% 167

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

GoalVest Advisory's VOE Position: Q2 2026 in Review

GoalVest Advisory reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 6.5% in Q2 2026, selling an estimated $11.6K and leaving 863 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #127.

GoalVest Advisory first reported a position in VOE in Q4 2020 and has held it in 16 quarters since. The position peaked at $178K in Q4 2025. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • GoalVest Advisory held 863 shares of Vanguard Mid-Cap Value ETF worth $171K as of Q2 2026.
  • GoalVest Advisory sold 60 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $11.6K.
  • Vanguard Mid-Cap Value ETF made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #127 holding.
  • GoalVest Advisory first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 16 quarters since.
  • GoalVest Advisory's Vanguard Mid-Cap Value ETF position peaked at $178K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.