GI
VOE icon

Gradient Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Gradient Investments’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 		$203K Buy
+1,026
New +$199K ﹤0.01% 446
2024
Q3 		– Sell
-905
Closed -$136K – 1266
2024
Q2 		$136K Sell
905
-109
-11% -$16.5K ﹤0.01% 363
2024
Q1 		$158K Sell
1,014
-2,099
-67% -$308K ﹤0.01% 316
2023
Q4 		$451K Buy
3,113
+1,008
+48% +$135K 0.01% 266
2023
Q3 		$276K Buy
2,105
+520
+33% +$72K 0.01% 288
2023
Q2 		$219K Buy
1,585
+757
+91% +$101K 0.01% 312
2023
Q1 		$111K Buy
828
+23
+3% +$3.19K ﹤0.01% 360
2022
Q4 		$109K Sell
805
-91
-10% -$12.2K ﹤0.01% 378
2022
Q3 		$109K Sell
896
-96
-10% -$13K ﹤0.01% 354
2022
Q2 		$128K Buy
992
+710
+252% +$100K ﹤0.01% 343
2022
Q1 		$42K Sell
282
-135
-32% -$19.9K ﹤0.01% 505
2021
Q4 		$63K Sell
417
-103
-20% -$15.1K ﹤0.01% 445
2021
Q3 		$73K Buy
520
+66
+15% +$9.38K ﹤0.01% 419
2021
Q2 		$64K Sell
454
-10
-2% -$1.41K ﹤0.01% 438
2021
Q1 		$63K Buy
464
+443
+2,110% +$56.7K ﹤0.01% 432
2020
Q4 		$2K Hold
21
– – ﹤0.01% 991
2020
Q3 		$2K Sell
21
-24
-53% -$2.43K ﹤0.01% 996
2020
Q2 		$4K Buy
+45
New +$4.13K ﹤0.01% 801
2019
Q4 		– Sell
-170
Closed -$19K – 1242
2019
Q3 		$19K Sell
170
-9
-5% -$1K ﹤0.01% 539
2019
Q2 		$20K Buy
179
+9
+5% +$986 ﹤0.01% 516
2019
Q1 		$18K Hold
170
– – ﹤0.01% 465
2018
Q4 		$16K Hold
170
– – ﹤0.01% 495
2018
Q3 		$19K Sell
170
-102
-38% -$11.6K ﹤0.01% 513
2018
Q2 		$30K Buy
272
+102
+60% +$11.3K ﹤0.01% 417
2018
Q1 		$19K Sell
170
-188
-53% -$21.1K ﹤0.01% 489
2017
Q4 		$40K Buy
+358
New +$38.7K ﹤0.01% 379
2017
Q3 		– Sell
-428
Closed -$44K – 700
2017
Q2 		$44K Sell
428
-17
-4% -$1.74K ﹤0.01% 318
2017
Q1 		$45K Sell
445
-1,008
-69% -$102K ﹤0.01% 319
2016
Q4 		$141K Sell
1,453
-266
-15% -$25.2K 0.01% 196
2016
Q3 		$161K Sell
1,719
-900
-34% -$83.3K 0.02% 188
2016
Q2 		$233K Sell
2,619
-472
-15% -$41.5K 0.03% 173
2016
Q1 		$269K Sell
3,091
-24,651
-89% -$2.01M 0.03% 156
2015
Q4 		$2.38M Sell
27,742
-121,031
-81% -$10.6M 0.32% 85
2015
Q3 		$12.4M Buy
148,773
+5,955
+4% +$528K 1.76% 13
2015
Q2 		$12.9M Buy
142,818
+15,163
+12% +$1.4M 1.77% 12
2015
Q1 		$11.7M Buy
+127,655
New +$11.5M 1.75% 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

Gradient Investments's VOE Position: Q2 2026 in Review

Gradient Investments opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2026: 1,026 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Gradient Investments previously reported a position in VOE as recently as Q2 2024.

Gradient Investments first reported a position in VOE in Q1 2015 and has held it in 36 quarters since. The position peaked at $12.9M in Q2 2015. 301 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Gradient Investments held 1,026 shares of Vanguard Mid-Cap Value ETF worth $203K as of Q2 2026.
  • Vanguard Mid-Cap Value ETF was a new Gradient Investments position in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #446 holding.
  • Gradient Investments first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and has held it in 36 quarters since.
  • Gradient Investments's Vanguard Mid-Cap Value ETF position peaked at $12.9M in Q2 2015.
  • 301 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.