McGlone Suttner Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

McGlone Suttner 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	$317K	Hold	1,604	–	–	0.04%	159
2026 Q1	$296K	Sell	1,604 -246	-13%	-$46K	0.04%	163
2025 Q4	$328K	Buy	1,850 +6	+0.3%	+$1.05K	0.04%	151
2025 Q3	$322K	Buy	1,844 +2	+0.1%	+$340	0.05%	152
2025 Q2	$303K	Sell	1,842 -753	-29%	-$119K	0.05%	151
2025 Q1	$417K	Buy	+2,595	New	+$424K	0.07%	129
2024 Q3	–	Sell	-2,014	Closed	-$292K	–	184
2024 Q2	$292K	Sell	2,014 -71	-3%	-$10.8K	0.06%	121
2024 Q1	$325K	Buy	2,085 +71	+4%	+$10.4K	0.06%	125
2023 Q4	$292K	Buy	2,014 +10	+0.5%	+$1.34K	0.06%	121
2023 Q3	$262K	Buy	2,004 +20	+1%	+$2.77K	0.06%	115
2023 Q2	$275K	Buy	1,984 +7	+0.4%	+$933	0.06%	115
2023 Q1	$265K	Buy	1,977 +6	+0.3%	+$832	0.07%	117
2022 Q4	$267K	Buy	+1,971	New	+$264K	0.08%	108

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

McGlone Suttner Wealth Management's VOE Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,604 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #159.

McGlone Suttner Wealth Management first reported a position in VOE in Q4 2022 and has held it in 13 quarters since. The position peaked at $417K in Q1 2025. 558 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

McGlone Suttner Wealth Management held 1,604 shares of Vanguard Mid-Cap Value ETF worth $317K as of Q2 2026.
McGlone Suttner Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Value ETF made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #159 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
McGlone Suttner Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $417K in Q1 2025.
558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.