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OLIO Financial Planning’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

OLIO Financial Planning’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 		$20.3M Buy
102,577
+3,281
+3% +$635K 5.03% 6
2026
Q1 		$18.3M Buy
99,296
+1,694
+2% +$316K 5.07% 6
2025
Q4 		$17.3M Buy
97,602
+3,700
+4% +$648K 4.86% 6
2025
Q3 		$16.4M Buy
93,902
+4,602
+5% +$783K 4.81% 6
2025
Q2 		$14.7M Buy
89,300
+2,713
+3% +$430K 4.63% 6
2025
Q1 		$13.9M Buy
86,587
+3,145
+4% +$514K 4.8% 6
2024
Q4 		$13.5M Buy
83,442
+16,395
+24% +$2.77M 4.74% 6
2024
Q3 		$9.76M Buy
67,047
+113
+0.2% +$18K 4.1% 7
2024
Q2 		$9.74M Sell
66,934
-113
-0.2% -$17.1K 4.11% 7
2024
Q1 		$9.76M Sell
67,047
-441
-0.7% -$64.7K 4.1% 7
2023
Q4 		$9.82M Buy
67,488
+3,979
+6% +$534K 4.11% 7
2023
Q3 		$8.32M Buy
63,509
+2,804
+5% +$388K 3.9% 6
2023
Q2 		$8.4M Buy
60,705
+8,779
+17% +$1.17M 3.98% 6
2023
Q1 		$6.96M Buy
51,926
+5,646
+12% +$783K 3.6% 7
2022
Q4 		$6.26M Buy
46,280
+5,406
+13% +$725K 3.4% 8
2022
Q3 		$4.98M Buy
40,874
+2,551
+7% +$345K 2.96% 10
2022
Q2 		$4.96M Buy
38,323
+6,789
+22% +$960K 2.79% 10
2022
Q1 		$4.72M Buy
31,534
+4,261
+16% +$627K 2.7% 9
2021
Q4 		$4.1M Buy
+27,273
New +$4M 2.44% 10

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

OLIO Financial Planning's VOE Position: Q2 2026 in Review

OLIO Financial Planning increased its Vanguard Mid-Cap Value ETF (VOE) stake by 3.3% in Q2 2026, buying an estimated $635K and bringing the position to 102,577 shares worth $20.3M. The position accounts for 5.03% of the portfolio, ranked #6.

OLIO Financial Planning first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • OLIO Financial Planning held 102,577 shares of Vanguard Mid-Cap Value ETF worth $20.3M as of Q2 2026.
  • OLIO Financial Planning bought 3,281 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $635K.
  • Vanguard Mid-Cap Value ETF made up 5.03% of OLIO Financial Planning's portfolio in Q2 2026, its #6 holding.
  • OLIO Financial Planning first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.