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Ocean Park Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Ocean Park Asset Management’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 		– Sell
-3,377
Closed -$622K – 95
2026
Q1 		$622K Sell
3,377
-474
-12% -$88.6K 0.04% 51
2025
Q4 		$683K Sell
3,851
-223
-5% -$39K 0.03% 76
2025
Q3 		$711K Sell
4,074
-126
-3% -$21.4K 0.03% 89
2025
Q2 		$674K Hold
4,200
– – 0.02% 68
2025
Q1 		$674K Buy
4,200
+1,260
+43% +$206K 0.02% 68
2024
Q4 		$476K Buy
+2,940
New +$496K 0.02% 74

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

Ocean Park Asset Management's VOE Position: Q2 2026 in Review

Ocean Park Asset Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 3,377 shares — an estimated $622K sold.

Ocean Park Asset Management first reported a position in VOE in Q4 2024 and held it in 6 quarters. The position peaked at $711K in Q3 2025. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Ocean Park Asset Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Ocean Park Asset Management sold 3,377 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $622K.
  • Ocean Park Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Ocean Park Asset Management's Vanguard Mid-Cap Value ETF position peaked at $711K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.