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

LWM 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 		$371K Sell
1,878
-39
-2% -$7.54K 0.28% 23
2026
Q1 		$353K Buy
1,917
+18
+0.9% +$3.36K 0.31% 20
2025
Q4 		$337K Buy
1,899
+2
+0.1% +$350 0.3% 20
2025
Q3 		$331K Buy
1,897
+1
+0.1% +$170 0.3% 20
2025
Q2 		$312K Hold
1,896
– – 0.3% 20
2025
Q1 		$302K Buy
1,896
+424
+29% +$69.3K 0.31% 19
2024
Q4 		$238K Buy
+1,472
New +$248K 0.24% 22

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

LWM Advisors's VOE Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2% in Q2 2026, selling an estimated $7.54K and leaving 1,878 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #23.

LWM Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • LWM Advisors held 1,878 shares of Vanguard Mid-Cap Value ETF worth $371K as of Q2 2026.
  • LWM Advisors sold 39 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $7.54K.
  • Vanguard Mid-Cap Value ETF made up 0.28% of LWM Advisors's portfolio in Q2 2026, its #23 holding.
  • LWM Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.