OC
VOE icon

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

Optima 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 		$266K Hold
1,347
– – 0.11% 138
2026
Q1 		$248K Hold
1,347
– – 0.12% 141
2025
Q4 		$239K Hold
1,347
– – 0.1% 142
2025
Q3 		$235K Hold
1,347
– – 0.11% 144
2025
Q2 		$222K Hold
1,347
– – 0.12% 145
2025
Q1 		$216K Hold
1,347
– – 0.14% 129
2024
Q4 		$218K Buy
+1,347
New +$227K 0.15% 143

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

Optima Capital's VOE Position: Q2 2026 in Review

Optima Capital held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,347 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #138.

Optima Capital first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Optima Capital held 1,347 shares of Vanguard Mid-Cap Value ETF worth $266K as of Q2 2026.
  • Optima Capital left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.11% of Optima Capital's portfolio in Q2 2026, its #138 holding.
  • Optima Capital first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 430 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.