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Meriwether Wealth & Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Meriwether Wealth & Planning’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 		$299K Buy
1,514
+109
+8% +$21.1K 0.15% 92
2026
Q1 		$259K Buy
1,405
+21
+2% +$3.92K 0.14% 99
2025
Q4 		$245K Hold
1,384
– – 0.14% 105
2025
Q3 		$242K Hold
1,384
– – 0.14% 108
2025
Q2 		$228K Hold
1,384
– – 0.14% 111
2025
Q1 		$222K Sell
1,384
-142
-9% -$23.2K 0.15% 110
2024
Q4 		$247K Buy
+1,526
New +$257K 0.18% 99

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

Meriwether Wealth & Planning's VOE Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Vanguard Mid-Cap Value ETF (VOE) stake by 7.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,514 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #92.

Meriwether Wealth & Planning 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.

  • Meriwether Wealth & Planning held 1,514 shares of Vanguard Mid-Cap Value ETF worth $299K as of Q2 2026.
  • Meriwether Wealth & Planning bought 109 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Mid-Cap Value ETF made up 0.15% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #92 holding.
  • Meriwether Wealth & Planning 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 Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.