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Level Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Level Financial 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 		$234K Buy
1,187
+1
+0.1% +$193 0.05% 91
2026
Q1 		$219K Hold
1,186
– – 0.06% 88
2025
Q4 		$210K Buy
1,186
+1
+0.1% +$175 0.06% 93
2025
Q3 		$207K Buy
+1,185
New +$202K 0.06% 94
2024
Q4 		– Sell
-1,193
Closed -$200K – 81
2024
Q3 		$200K Buy
+1,193
New +$190K 0.08% 75
2024
Q1 		– Sell
-1,192
Closed -$173K – 248
2023
Q4 		$173K Buy
1,192
+1
+0.1% +$134 0.09% 68
2023
Q3 		$156K Buy
1,191
+1
+0.1% +$139 0.09% 64
2023
Q2 		$165K Hold
1,190
– – 0.09% 62
2023
Q1 		$160K Buy
1,190
+1
+0.1% +$139 0.1% 55
2022
Q4 		$161K Hold
1,189
– – 0.11% 54
2022
Q3 		$145K Buy
1,189
+1
+0.1% +$135 0.11% 58
2022
Q2 		$154K Hold
1,188
– – 0.11% 54
2022
Q1 		$178K Sell
1,188
-46
-4% -$6.76K 0.14% 46
2021
Q4 		$186K Buy
+1,234
New +$181K 0.14% 45

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Level Financial Advisors's VOE Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.08% in Q2 2026, buying an estimated $193 and bringing the position to 1,187 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #91.

Level Financial Advisors first reported a position in VOE in Q4 2021 and has held it in 14 quarters since. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Level Financial Advisors held 1,187 shares of Vanguard Mid-Cap Value ETF worth $234K as of Q2 2026.
  • Level Financial Advisors bought 1 Vanguard Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Mid-Cap Value ETF made up 0.05% of Level Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Level Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.