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

Inspirion 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 		$52M Sell
262,126
-3,448
-1% -$667K 5.95% 4
2026
Q1 		$48.9M Sell
265,574
-5,009
-2% -$936K 6.09% 5
2025
Q4 		$48M Sell
270,583
-3,858
-1% -$675K 5.88% 5
2025
Q3 		$46M Sell
274,441
-12,689
-4% -$2.16M 6.44% 4
2025
Q2 		$47.2M Sell
287,130
-2,503
-0.9% -$396K 6.25% 4
2025
Q1 		$46.5M Buy
289,633
+5,494
+2% +$898K 6.46% 4
2024
Q4 		$46M Buy
284,139
+9,698
+4% +$1.64M 6.42% 4
2024
Q3 		$46M Buy
274,441
+6,240
+2% +$992K 6.43% 4
2024
Q2 		$40.3M Buy
268,201
+6,997
+3% +$1.06M 6.17% 4
2024
Q1 		$40.7M Buy
261,204
+6,119
+2% +$898K 6.73% 5
2023
Q4 		$37.1M Buy
255,085
+7,882
+3% +$1.06M 6.68% 5
2023
Q3 		$32.4M Buy
247,203
+5,898
+2% +$817K 6.31% 4
2023
Q2 		$33.4M Buy
241,305
+8,329
+4% +$1.11M 6.4% 4
2023
Q1 		$31.2M Buy
232,976
+2,412
+1% +$335K 6.26% 4
2022
Q4 		$31.2M Sell
230,564
-13,160
-5% -$1.77M 6.61% 3
2022
Q3 		$29.7M Buy
243,724
+52
+0% +$7.04K 6.69% 3
2022
Q2 		$31.6M Sell
243,672
-1,576
-0.6% -$223K 6.93% 3
2022
Q1 		$36.7M Buy
245,248
+3,265
+1% +$480K 7.51% 3
2021
Q4 		$36.4M Buy
241,983
+3,023
+1% +$444K 7.67% 1
2021
Q3 		$33.4M Buy
238,960
+701
+0.3% +$99.6K 7.67% 1
2021
Q2 		$33.5M Buy
238,259
+3,859
+2% +$545K 8.25% 1
2021
Q1 		$31.6M Buy
234,400
+698
+0.3% +$89.4K 8.38% 1
2020
Q4 		$27.8M Buy
233,702
+7,848
+3% +$879K 7.83% 3
2020
Q3 		$22.9M Buy
225,854
+222,253
+6,172% +$22.5M 7.87% 4
2020
Q2 		$345K Buy
+3,601
New +$330K 0.14% 54

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Inspirion Wealth Advisors's VOE Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.3% in Q2 2026, selling an estimated $667K and leaving 262,126 shares worth $52M. The position accounts for 5.95% of the portfolio, ranked #4.

Inspirion Wealth Advisors first reported a position in VOE in Q2 2020 and has held it in 25 quarters since. 558 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Inspirion Wealth Advisors held 262,126 shares of Vanguard Mid-Cap Value ETF worth $52M as of Q2 2026.
  • Inspirion Wealth Advisors sold 3,448 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $667K.
  • Vanguard Mid-Cap Value ETF made up 5.95% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Inspirion Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.