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Nations Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Nations Financial Group’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 		$721K Buy
3,647
+438
+14% +$84.7K 0.03% 459
2026
Q1 		$591K Sell
3,209
-299
-9% -$55.9K 0.03% 503
2025
Q4 		$622K Sell
3,508
-61
-2% -$10.7K 0.03% 466
2025
Q3 		$623K Sell
3,569
-155
-4% -$26.4K 0.04% 438
2025
Q2 		$612K Sell
3,724
-244
-6% -$38.6K 0.04% 406
2025
Q1 		$637K Sell
3,968
-189
-5% -$30.9K 0.05% 367
2024
Q4 		$673K Sell
4,157
-229
-5% -$38.6K 0.05% 368
2024
Q3 		$735K Sell
4,386
-1,570
-26% -$250K 0.05% 344
2024
Q2 		$896K Sell
5,956
-2,151
-27% -$326K 0.07% 280
2024
Q1 		$1.26M Sell
8,107
-1,913
-19% -$281K 0.11% 218
2023
Q4 		$1.45M Sell
10,020
-5,511
-35% -$740K 0.13% 179
2023
Q3 		$2.03M Sell
15,531
-4,619
-23% -$640K 0.2% 120
2023
Q2 		$2.79M Sell
20,150
-1,332
-6% -$178K 0.27% 89
2023
Q1 		$2.88M Sell
21,482
-2,424
-10% -$336K 0.3% 78
2022
Q4 		$3.23M Buy
23,906
+1,291
+6% +$173K 0.36% 65
2022
Q3 		$2.75M Buy
22,615
+2,257
+11% +$306K 0.4% 52
2022
Q2 		$2.64M Buy
20,358
+1,012
+5% +$143K 0.35% 68
2022
Q1 		$2.9M Buy
19,346
+2,082
+12% +$306K 0.35% 68
2021
Q4 		$2.6M Buy
17,264
+4,154
+32% +$610K 0.34% 64
2021
Q3 		$1.83M Buy
13,110
+3,228
+33% +$459K 0.28% 82
2021
Q2 		$1.39M Buy
9,882
+6,067
+159% +$857K 0.23% 108
2021
Q1 		$515K Buy
3,815
+1,044
+38% +$134K 0.12% 217
2020
Q4 		$330K Buy
2,771
+793
+40% +$88.8K 0.09% 248
2020
Q3 		$201K Buy
+1,978
New +$200K 0.06% 278
2017
Q3 		– Sell
-3,507
Closed -$361K – 165
2017
Q2 		$361K Buy
3,507
+170
+5% +$17.4K 0.3% 100
2017
Q1 		$340K Sell
3,337
-1,112
-25% -$112K 0.33% 92
2016
Q4 		$432K Sell
4,449
-999
-18% -$94.7K 0.47% 69
2016
Q3 		$510K Sell
5,448
-359
-6% -$33.2K 0.5% 59
2016
Q2 		$517K Sell
5,807
-1,322
-19% -$116K 0.54% 55
2016
Q1 		$621K Sell
7,129
-43
-0.6% -$3.51K 0.71% 45
2015
Q4 		$616K Buy
+7,172
New +$627K 0.8% 43

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Nations Financial Group's VOE Position: Q2 2026 in Review

Nations Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 14% in Q2 2026, buying an estimated $84.7K and bringing the position to 3,647 shares worth $721K. The position accounts for 0.03% of the portfolio, ranked #459.

Nations Financial Group first reported a position in VOE in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.23M in Q4 2022. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Nations Financial Group held 3,647 shares of Vanguard Mid-Cap Value ETF worth $721K as of Q2 2026.
  • Nations Financial Group bought 438 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $84.7K.
  • Vanguard Mid-Cap Value ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #459 holding.
  • Nations Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2015 and has held it in 31 quarters since.
  • Nations Financial Group's Vanguard Mid-Cap Value ETF position peaked at $3.23M in Q4 2022.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.