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

Oakworth 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 		$1.43M Hold
7,224
– – 0.07% 76
2026
Q1 		$1.33M Sell
7,224
-61
-0.8% -$11.4K 0.07% 76
2025
Q4 		$1.29M Sell
7,285
-3
-0% -$525 0.07% 76
2025
Q3 		$1.27M Buy
7,288
+3
+0% +$510 0.07% 78
2025
Q2 		$1.2M Hold
7,285
– – 0.08% 70
2025
Q1 		$1.17M Hold
7,285
– – 0.08% 68
2024
Q4 		$1.18M Sell
7,285
-593
-8% -$100K 0.08% 72
2024
Q3 		$1.32M Hold
7,878
– – 0.09% 66
2024
Q2 		$1.19M Buy
7,878
+844
+12% +$128K 0.09% 70
2024
Q1 		$1.1M Buy
+7,034
New +$1.03M 0.08% 77
2023
Q3 		– Sell
-24
Closed -$3.32K – 647
2023
Q2 		$3.32K Buy
+24
New +$3.2K ﹤0.01% 568
2019
Q3 		– Sell
-6
Closed – – 643
2019
Q2 		$0 Buy
+6
New +$657 ﹤0.01% 658
2019
Q1 		– Sell
-186
Closed -$18K – 602
2018
Q4 		$18K Sell
186
-47
-20% -$4.93K ﹤0.01% 392
2018
Q3 		$26K Sell
233
-7
-3% -$795 0.01% 368
2018
Q2 		$27K Hold
240
– – 0.01% 360
2018
Q1 		$26K Hold
240
– – 0.01% 345
2017
Q4 		$26K Hold
240
– – 0.01% 356
2017
Q3 		$25K Hold
240
– – 0.01% 380
2017
Q2 		$25K Hold
240
– – 0.01% 375
2017
Q1 		$24K Hold
240
– – 0.01% 370
2016
Q4 		$23K Hold
240
– – 0.01% 374
2016
Q3 		$22K Buy
+240
New +$22.2K 0.01% 362

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

Oakworth Capital's VOE Position: Q2 2026 in Review

Oakworth Capital held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 7,224 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #76.

Oakworth Capital first reported a position in VOE in Q3 2016 and has held it in 22 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Oakworth Capital held 7,224 shares of Vanguard Mid-Cap Value ETF worth $1.43M as of Q2 2026.
  • Oakworth Capital left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.07% of Oakworth Capital's portfolio in Q2 2026, its #76 holding.
  • Oakworth Capital first reported a position in Vanguard Mid-Cap Value ETF in Q3 2016 and has held it in 22 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.