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Goelzer Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Goelzer Investment 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 		$463K Sell
2,344
-320
-12% -$61.9K 0.02% 237
2026
Q1 		$491K Sell
2,664
-500
-16% -$93.4K 0.02% 226
2025
Q4 		$561K Sell
3,164
-729
-19% -$128K 0.03% 207
2025
Q3 		$680K Sell
3,893
-1,132
-23% -$193K 0.04% 172
2025
Q2 		$826K Buy
5,025
+2,018
+67% +$320K 0.05% 160
2025
Q1 		$483K Buy
3,007
+352
+13% +$57.5K 0.03% 186
2024
Q4 		$430K Buy
2,655
+276
+12% +$46.6K 0.02% 188
2024
Q3 		$399K Buy
2,379
+17
+0.7% +$2.7K 0.02% 189
2024
Q2 		$355K Hold
2,362
– – 0.02% 198
2024
Q1 		$368K Sell
2,362
-104
-4% -$15.3K 0.02% 202
2023
Q4 		$358K Buy
2,466
+95
+4% +$12.8K 0.02% 197
2023
Q3 		$311K Sell
2,371
-316
-12% -$43.8K 0.02% 197
2023
Q2 		$372K Sell
2,687
-289
-10% -$38.5K 0.03% 190
2023
Q1 		$399K Sell
2,976
-207
-7% -$28.7K 0.03% 191
2022
Q4 		$430K Buy
+3,183
New +$427K 0.04% 197
2019
Q2 		– Sell
-9,179
Closed -$990K – 272
2019
Q1 		$990K Buy
+9,179
New +$964K 0.09% 169

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

Goelzer Investment Management's VOE Position: Q2 2026 in Review

Goelzer Investment Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q2 2026, selling an estimated $61.9K and leaving 2,344 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #237.

Goelzer Investment Management first reported a position in VOE in Q1 2019 and has held it in 16 quarters since. The position peaked at $990K in Q1 2019. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Goelzer Investment Management held 2,344 shares of Vanguard Mid-Cap Value ETF worth $463K as of Q2 2026.
  • Goelzer Investment Management sold 320 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $61.9K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #237 holding.
  • Goelzer Investment Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and has held it in 16 quarters since.
  • Goelzer Investment Management's Vanguard Mid-Cap Value ETF position peaked at $990K in Q1 2019.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.