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Marino Stram & Associates’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Marino Stram & Associates’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 		$1.77M Buy
8,946
+464
+5% +$89.8K 0.28% 59
2026
Q1 		$1.56M Buy
8,482
+180
+2% +$33.6K 0.28% 61
2025
Q4 		$1.47M Buy
8,302
+441
+6% +$77.2K 0.27% 61
2025
Q3 		$1.37M Buy
7,861
+685
+10% +$117K 0.25% 69
2025
Q2 		$1.18M Buy
7,176
+480
+7% +$76K 0.24% 71
2025
Q1 		$1.07M Sell
6,696
-697
-9% -$114K 0.24% 72
2024
Q4 		$1.2M Buy
7,393
+45
+0.6% +$7.59K 0.26% 60
2024
Q3 		$1.23M Buy
7,348
+132
+2% +$21K 0.28% 56
2024
Q2 		$1.09M Sell
7,216
-443
-6% -$67.2K 0.27% 61
2024
Q1 		$1.19M Buy
7,659
+18
+0.2% +$2.64K 0.28% 54
2023
Q4 		$1.11M Buy
7,641
+983
+15% +$132K 0.29% 54
2023
Q3 		$872K Buy
6,658
+837
+14% +$116K 0.26% 60
2023
Q2 		$805K Buy
5,821
+943
+19% +$126K 0.23% 68
2023
Q1 		$654K Buy
4,878
+191
+4% +$26.5K 0.2% 80
2022
Q4 		$634K Sell
4,687
-197
-4% -$26.4K 0.2% 81
2022
Q3 		$595K Buy
4,884
+38
+0.8% +$5.14K 0.21% 75
2022
Q2 		$628K Sell
4,846
-4,978
-51% -$704K 0.22% 75
2022
Q1 		$1.47M Buy
9,824
+588
+6% +$86.5K 0.46% 39
2021
Q4 		$1.39M Buy
9,236
+985
+12% +$145K 0.43% 39
2021
Q3 		$1.15M Buy
8,251
+6,815
+475% +$968K 0.4% 41
2021
Q2 		$202K Sell
1,436
-5,741
-80% -$811K 0.05% 243
2021
Q1 		$968K Buy
7,177
+2,929
+69% +$375K 0.38% 46
2020
Q4 		$505K Buy
+4,248
New +$476K 0.22% 64
2019
Q2 		– Sell
-94
Closed -$10K – 560
2019
Q1 		$10K Hold
94
– – 0.01% 307
2018
Q4 		$9K Hold
94
– – 0.01% 294
2018
Q3 		$11K Hold
94
– – 0.01% 296
2018
Q2 		$10K Buy
+94
New +$10.4K 0.01% 303
2018
Q1 		– Hold
0
– – – 313

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Marino Stram & Associates's VOE Position: Q2 2026 in Review

Marino Stram & Associates increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.5% in Q2 2026, buying an estimated $89.8K and bringing the position to 8,946 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #59.

Marino Stram & Associates first reported a position in VOE in Q2 2018 and has held it in 27 quarters since. 622 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Marino Stram & Associates held 8,946 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.77M as of Q2 2026.
  • Marino Stram & Associates bought 464 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $89.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.28% of Marino Stram & Associates's portfolio in Q2 2026, its #59 holding.
  • Marino Stram & Associates first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 27 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.