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Intergy Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Intergy Private 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 		$1.92M Buy
9,709
+1,566
+19% +$303K 0.44% 33
2026
Q1 		$1.5M Buy
8,143
+129
+2% +$24.1K 0.44% 32
2025
Q4 		$1.42M Buy
8,014
+235
+3% +$41.1K 0.43% 35
2025
Q3 		$1.36M Buy
7,779
+628
+9% +$107K 0.42% 34
2025
Q2 		$1.18M Buy
7,151
+155
+2% +$24.5K 0.4% 37
2025
Q1 		$1.12M Sell
6,996
-81
-1% -$13.2K 0.43% 35
2024
Q4 		$1.14M Buy
7,077
+137
+2% +$23.1K 0.43% 36
2024
Q3 		$1.16M Buy
6,940
+319
+5% +$50.7K 0.44% 35
2024
Q2 		$996K Buy
6,621
+351
+6% +$53.3K 0.41% 39
2024
Q1 		$978K Buy
6,270
+148
+2% +$21.7K 0.4% 39
2023
Q4 		$888K Buy
6,122
+167
+3% +$22.4K 0.38% 39
2023
Q3 		$780K Buy
5,955
+9
+0.2% +$1.25K 0.39% 38
2023
Q2 		$823K Buy
5,946
+290
+5% +$38.7K 0.4% 39
2023
Q1 		$758K Buy
5,656
+406
+8% +$56.3K 0.42% 37
2022
Q4 		$710K Buy
5,250
+702
+15% +$94.2K 0.44% 38
2022
Q3 		$554K Buy
4,548
+691
+18% +$93.5K 0.39% 43
2022
Q2 		$500K Buy
3,857
+495
+15% +$70K 0.39% 38
2022
Q1 		$503K Buy
3,362
+1,103
+49% +$162K 0.35% 35
2021
Q4 		$340K Buy
+2,259
New +$332K 0.27% 42

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

Intergy Private Wealth's VOE Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 19% in Q2 2026, buying an estimated $303K and bringing the position to 9,709 shares worth $1.92M. The position accounts for 0.44% of the portfolio, ranked #33.

Intergy Private Wealth first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 300 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Intergy Private Wealth held 9,709 shares of Vanguard Mid-Cap Value ETF worth $1.92M as of Q2 2026.
  • Intergy Private Wealth bought 1,566 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $303K.
  • Vanguard Mid-Cap Value ETF made up 0.44% of Intergy Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Intergy Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 300 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.