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Kohmann Bosshard Financial Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Kohmann Bosshard Financial Services’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 		$4.51M Sell
22,818
-500
-2% -$96.7K 0.38% 30
2026
Q1 		$4.3M Buy
23,318
+26
+0.1% +$4.86K 0.42% 28
2025
Q4 		$4.13M Sell
23,292
-358
-2% -$62.7K 0.37% 35
2025
Q3 		$4.13M Sell
23,650
-6,874
-23% -$1.17M 0.42% 34
2025
Q2 		$5.02M Sell
30,524
-606
-2% -$96K 0.56% 28
2025
Q1 		$4.98M Sell
31,130
-7,796
-20% -$1.27M 0.59% 25
2024
Q4 		$6.3M Sell
38,926
-7,277
-16% -$1.23M 0.76% 24
2024
Q3 		$7.75M Sell
46,203
-817
-2% -$130K 0.96% 24
2024
Q2 		$7.07M Sell
47,020
-21,634
-32% -$3.28M 0.95% 25
2024
Q1 		$10.7M Sell
68,654
-7,045
-9% -$1.03M 1.49% 24
2023
Q4 		$11M Sell
75,699
-731
-1% -$98.2K 1.67% 21
2023
Q3 		$10M Buy
76,430
+4,159
+6% +$576K 1.72% 21
2023
Q2 		$10M Buy
72,271
+6,309
+10% +$841K 1.72% 20
2023
Q1 		$8.88M Buy
65,962
+5,348
+9% +$742K 1.67% 20
2022
Q4 		$8.2M Buy
+60,614
New +$8.13M 1.63% 20

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

Kohmann Bosshard Financial Services's VOE Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.1% in Q2 2026, selling an estimated $96.7K and leaving 22,818 shares worth $4.51M. The position accounts for 0.38% of the portfolio, ranked #30.

Kohmann Bosshard Financial Services first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2023. 444 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Kohmann Bosshard Financial Services held 22,818 shares of Vanguard Mid-Cap Value ETF worth $4.51M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 500 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $96.7K.
  • Vanguard Mid-Cap Value ETF made up 0.38% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #30 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Kohmann Bosshard Financial Services's Vanguard Mid-Cap Value ETF position peaked at $11M in Q4 2023.
  • 444 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.