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Net Worth Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Net Worth Advisory 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 		$809K Sell
4,094
-8,221
-67% -$1.59M 0.2% 115
2026
Q1 		$2.27M Buy
12,315
+728
+6% +$136K 0.47% 43
2025
Q4 		$2.06M Buy
11,587
+8,431
+267% +$1.48M 0.42% 52
2025
Q3 		$551K Sell
3,156
-7,611
-71% -$1.3M 0.16% 149
2025
Q2 		$1.77M Buy
10,767
+7,672
+248% +$1.21M 0.39% 56
2025
Q1 		$497K Buy
3,095
+285
+10% +$46.6K 0.16% 159
2024
Q4 		$455K Buy
2,810
+58
+2% +$9.78K 0.14% 184
2024
Q3 		$461K Buy
+2,752
New +$437K 0.14% 185

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

Net Worth Advisory Group's VOE Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 67% in Q2 2026, selling an estimated $1.59M and leaving 4,094 shares worth $809K. The position accounts for 0.2% of the portfolio, ranked #115.

Net Worth Advisory Group first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q1 2026. 257 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Net Worth Advisory Group held 4,094 shares of Vanguard Mid-Cap Value ETF worth $809K as of Q2 2026.
  • Net Worth Advisory Group sold 8,221 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $1.59M.
  • Vanguard Mid-Cap Value ETF made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #115 holding.
  • Net Worth Advisory Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Vanguard Mid-Cap Value ETF position peaked at $2.27M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.