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Holos Integrated Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Holos Integrated Wealth’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 		$210K Hold
1,048
– – 0.1% 81
2026
Q1 		$195K Buy
1,048
+353
+51% +$65.9K 0.1% 85
2025
Q4 		$124K Hold
695
– – 0.07% 83
2025
Q3 		$118K Hold
695
– – 0.07% 79
2025
Q2 		$117K Hold
695
– – 0.07% 78
2025
Q1 		$112K Hold
695
– – 0.07% 78
2024
Q4 		$112K Buy
+695
New +$117K 0.08% 75

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

Holos Integrated Wealth's VOE Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,048 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #81.

Holos Integrated Wealth first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Holos Integrated Wealth held 1,048 shares of Vanguard Mid-Cap Value ETF worth $210K as of Q2 2026.
  • Holos Integrated Wealth left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.1% of Holos Integrated Wealth's portfolio in Q2 2026, its #81 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.