LWM
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LongView Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

LongView Wealth Management’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 		– Sell
-1,751
Closed -$334K – 257
2026
Q1 		$334K Sell
1,751
-575
-25% -$107K 0.08% 182
2025
Q4 		$426K Hold
2,326
– – 0.1% 157
2025
Q3 		$406K Buy
2,326
+81
+4% +$13.8K 0.11% 140
2025
Q2 		$369K Sell
2,245
-150
-6% -$23.8K 0.11% 146
2025
Q1 		$384K Buy
2,395
+450
+23% +$73.6K 0.12% 136
2024
Q4 		$315K Buy
1,945
+30
+2% +$5.06K 0.1% 155
2024
Q3 		$321K Hold
1,915
– – 0.1% 156
2024
Q2 		$288K Hold
1,915
– – 0.11% 151
2024
Q1 		$299K Hold
1,915
– – 0.12% 144
2023
Q4 		$276K Buy
+1,915
New +$257K 0.12% 143

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

LongView Wealth Management's VOE Position: Q2 2026 in Review

LongView Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,751 shares — an estimated $334K sold.

LongView Wealth Management first reported a position in VOE in Q4 2023 and held it in 10 quarters. The position peaked at $426K in Q4 2025. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • LongView Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 1,751 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $334K.
  • LongView Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $426K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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