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Optivise Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Optivise Advisory 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 		$294K Hold
1,489
– – 0.15% 160
2026
Q1 		$274K Hold
1,489
– – 0.17% 140
2025
Q4 		$264K Sell
1,489
-138
-8% -$24.2K 0.15% 149
2025
Q3 		$284K Sell
1,627
-7
-0.4% -$1.19K 0.17% 135
2025
Q2 		$269K Sell
1,634
-78
-5% -$12.3K 0.14% 151
2025
Q1 		$275K Sell
1,712
-221
-11% -$36.1K 0.15% 135
2024
Q4 		$313K Buy
1,933
+8
+0.4% +$1.35K 0.17% 123
2024
Q3 		$323K Sell
1,925
-1,228
-39% -$195K 0.17% 115
2024
Q2 		$474K Buy
+3,153
New +$478K 0.26% 84

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

Optivise Advisory Services's VOE Position: Q2 2026 in Review

Optivise Advisory Services held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,489 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #160.

Optivise Advisory Services first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $474K in Q2 2024. 442 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Optivise Advisory Services held 1,489 shares of Vanguard Mid-Cap Value ETF worth $294K as of Q2 2026.
  • Optivise Advisory Services left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #160 holding.
  • Optivise Advisory Services first reported a position in Vanguard Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Vanguard Mid-Cap Value ETF position peaked at $474K in Q2 2024.
  • 442 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.