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Outbound Financial Inc’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Outbound Financial Inc’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 		$382K Buy
1,931
+253
+15% +$48.9K 0.25% 42
2026
Q1 		$309K Hold
1,678
– – 0.23% 43
2025
Q4 		$298K Hold
1,678
– – 0.23% 40
2025
Q3 		$293K Hold
1,678
– – 0.24% 41
2025
Q2 		$276K Buy
+1,678
New +$266K 0.25% 42

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
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

Outbound Financial Inc's VOE Position: Q2 2026 in Review

Outbound Financial Inc increased its Vanguard Mid-Cap Value ETF (VOE) stake by 15% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,931 shares worth $382K. The position accounts for 0.25% of the portfolio, ranked #42.

Outbound Financial Inc first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Outbound Financial Inc held 1,931 shares of Vanguard Mid-Cap Value ETF worth $382K as of Q2 2026.
  • Outbound Financial Inc bought 253 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $48.9K.
  • Vanguard Mid-Cap Value ETF made up 0.25% of Outbound Financial Inc's portfolio in Q2 2026, its #42 holding.
  • Outbound Financial Inc first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.