Marquette Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Marquette Asset 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	$43.3K	Hold	219	–	–	0.01%	176
2026 Q1	$40.4K	Hold	219	–	–	0.01%	116
2025 Q4	$38.8K	Hold	219	–	–	0.01%	118
2025 Q3	$38.2K	Hold	219	–	–	0.01%	113
2025 Q2	$36K	Hold	219	–	–	0.01%	96
2025 Q1	$35.2K	Hold	219	–	–	0.01%	103
2024 Q4	$35.4K	Hold	219	–	–	0.01%	158
2024 Q3	$36.7K	Hold	219	–	–	0.01%	177
2024 Q2	$32.9K	Hold	219	–	–	0.01%	147
2024 Q1	$34.1K	Hold	219	–	–	0.01%	148
2023 Q4	$31.8K	Hold	219	–	–	0.01%	148
2023 Q3	$28.7K	Hold	219	–	–	0.01%	155
2023 Q2	$30.3K	Hold	219	–	–	0.01%	161
2023 Q1	$29.4K	Hold	219	–	–	0.01%	160
2022 Q4	$29.6K	Buy	+219	New	+$29.4K	0.01%	169

Other funds holding VOE

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Diversified Management Milwaukee, Wisconsin $468M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return