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Oak Harvest Investment Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Oak Harvest Investment Services’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 		$247K Sell
1,249
-452
-27% -$87.5K 0.02% 148
2026
Q1 		$313K Buy
+1,701
New +$318K 0.03% 142

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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Oak Harvest Investment Services's VOE Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 27% in Q2 2026, selling an estimated $87.5K and leaving 1,249 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #148.

Oak Harvest Investment Services first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 479 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Oak Harvest Investment Services held 1,249 shares of Vanguard Mid-Cap Value ETF worth $247K as of Q2 2026.
  • Oak Harvest Investment Services sold 452 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $87.5K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #148 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Oak Harvest Investment Services's Vanguard Mid-Cap Value ETF position peaked at $313K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.