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Grey Fox Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Grey Fox Wealth 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 		$270K Sell
1,368
-10
-0.7% -$1.94K 0.04% 144
2026
Q1 		$254K Sell
1,378
-303
-18% -$56.6K 0.05% 122
2025
Q4 		$298K Sell
1,681
-98
-6% -$17.2K 0.06% 109
2025
Q3 		$312K Buy
1,779
+11
+0.6% +$1.87K 0.06% 109
2025
Q2 		$292K Sell
1,768
-100
-5% -$15.8K 0.07% 108
2025
Q1 		$300K Sell
1,868
-396
-17% -$64.7K 0.08% 105
2024
Q4 		$366K Hold
2,264
– – 0.1% 94
2024
Q3 		$380K Sell
2,264
-101
-4% -$16.1K 0.11% 91
2024
Q2 		$358K Buy
2,365
+45
+2% +$6.83K 0.13% 93
2024
Q1 		$362K Hold
2,320
– – 0.14% 86
2023
Q4 		$336K Buy
2,320
+188
+9% +$25.3K 0.15% 79
2023
Q3 		$279K Buy
2,132
+72
+3% +$9.97K 0.14% 84
2023
Q2 		$285K Hold
2,060
– – 0.15% 81
2023
Q1 		$276K Sell
2,060
-5
-0.2% -$694 0.16% 76
2022
Q4 		$279K Buy
+2,065
New +$277K 0.18% 72

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

Grey Fox Wealth Advisors's VOE Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.73% in Q2 2026, selling an estimated $1.94K and leaving 1,368 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #144.

Grey Fox Wealth Advisors first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $380K in Q3 2024. 402 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Grey Fox Wealth Advisors held 1,368 shares of Vanguard Mid-Cap Value ETF worth $270K as of Q2 2026.
  • Grey Fox Wealth Advisors sold 10 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard Mid-Cap Value ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $380K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.