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North Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

North Capital’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 		$445K Buy
2,251
+10
+0.4% +$1.94K 0.34% 47
2026
Q1 		$413K Buy
2,241
+12
+0.5% +$2.24K 0.35% 44
2025
Q4 		$395K Buy
2,229
+22
+1% +$3.85K 0.34% 49
2025
Q3 		$385K Buy
2,207
+12
+0.5% +$2.04K 0.3% 47
2025
Q2 		$361K Hold
2,195
– – 0.31% 45
2025
Q1 		$352K Buy
+2,195
New +$359K 0.33% 42

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

North Capital's VOE Position: Q2 2026 in Review

North Capital increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.45% in Q2 2026, buying an estimated $1.94K and bringing the position to 2,251 shares worth $445K. The position accounts for 0.34% of the portfolio, ranked #47.

North Capital first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • North Capital held 2,251 shares of Vanguard Mid-Cap Value ETF worth $445K as of Q2 2026.
  • North Capital bought 10 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard Mid-Cap Value ETF made up 0.34% of North Capital's portfolio in Q2 2026, its #47 holding.
  • North Capital first reported a position in Vanguard Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.