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

HF Advisory Group’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	$923K	Buy	4,673 +37	+0.8%	+$7.16K	0.29%	105
2026 Q1	$854K	Sell	4,636 -353	-7%	-$65.9K	0.29%	102
2025 Q4	$885K	Buy	4,989 +223	+5%	+$39K	0.31%	101
2025 Q3	$832K	Buy	4,766 +598	+14%	+$102K	0.31%	105
2025 Q2	$685K	Buy	4,168 +397	+11%	+$62.9K	0.27%	108
2025 Q1	$605K	Buy	3,771 +112	+3%	+$18.3K	0.26%	115
2024 Q4	$592K	Buy	3,659 +103	+3%	+$17.4K	0.27%	115
2024 Q3	$596K	Buy	3,556 +726	+26%	+$115K	0.28%	117
2024 Q2	$426K	Buy	2,830 +252	+10%	+$38.2K	0.22%	125
2024 Q1	$402K	Buy	2,578 +106	+4%	+$15.6K	0.22%	123
2023 Q4	$359K	Buy	2,472 +198	+9%	+$26.6K	0.23%	122
2023 Q3	$305K	Buy	2,274 +182	+9%	+$25.2K	0.23%	123
2023 Q2	$289K	Sell	2,092 -88	-4%	-$11.7K	0.23%	117
2023 Q1	$292K	Sell	2,180 -24	-1%	-$3.33K	0.26%	109
2022 Q4	$298K	Buy	+2,204	New	+$296K	0.3%	103

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

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

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

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

HF Advisory Group's VOE Position: Q2 2026 in Review

HF Advisory Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.8% in Q2 2026, buying an estimated $7.16K and bringing the position to 4,673 shares worth $923K. The position accounts for 0.29% of the portfolio, ranked #105.

HF Advisory Group first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 418 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

HF Advisory Group held 4,673 shares of Vanguard Mid-Cap Value ETF worth $923K as of Q2 2026.
HF Advisory Group bought 37 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $7.16K.
Vanguard Mid-Cap Value ETF made up 0.29% of HF Advisory Group's portfolio in Q2 2026, its #105 holding.
HF Advisory Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
418 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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