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Pathway Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Pathway Financial Advisors’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 		$2.37M Hold
11,864
– – 0.28% 41
2026
Q1 		$2.2M Hold
11,864
– – 0.27% 40
2025
Q4 		$2.17M Hold
11,864
– – 0.27% 39
2025
Q3 		$2.07M Hold
11,864
– – 0.28% 40
2025
Q2 		$1.95M Hold
11,864
– – 0.29% 42
2025
Q1 		$1.9M Sell
11,864
-31
-0.3% -$5.07K 0.34% 39
2024
Q4 		$1.92M Buy
11,895
+124
+1% +$20.9K 0.44% 35
2024
Q3 		$1.97M Hold
11,771
– – 0.51% 32
2024
Q2 		$1.77M Hold
11,771
– – 0.48% 32
2024
Q1 		$1.84M Sell
11,771
-39
-0.3% -$5.73K 0.5% 33
2023
Q4 		$1.71M Hold
11,810
– – 0.49% 31
2023
Q3 		$1.55M Hold
11,810
– – 0.53% 28
2023
Q2 		$1.63M Buy
11,810
+39
+0.3% +$5.2K 0.53% 28
2023
Q1 		$1.58M Hold
11,771
– – 0.53% 28
2022
Q4 		$1.59M Hold
11,771
– – 0.49% 27
2022
Q3 		$1.43M Hold
11,771
– – 0.49% 29
2022
Q2 		$1.52M Hold
11,771
– – 0.63% 28
2022
Q1 		$1.76M Sell
11,771
-50
-0.4% -$7.35K 0.66% 25
2021
Q4 		$1.73M Buy
+11,821
New +$1.74M 0.62% 25
2021
Q1 		$1.68M Buy
11,821
+78
+0.7% +$9.99K 0.66% 26
2020
Q4 		$1.5M Hold
11,743
– – 0.62% 26
2020
Q3 		$1.19M Hold
11,743
– – 0.46% 30
2020
Q2 		$1.12M Hold
11,743
– – 0.34% 30
2020
Q1 		$888K Hold
11,743
– – 0.3% 30
2019
Q4 		$1.42M Sell
11,743
-1,257
-10% -$145K 0.4% 32
2019
Q3 		$1.51M Hold
13,000
– – 0.43% 29
2019
Q2 		$1.45M Hold
13,000
– – 0.43% 30
2019
Q1 		$1.4M Hold
13,000
– – 0.44% 30
2018
Q4 		$1.24M Sell
13,000
-160
-1% -$16.8K 0.7% 27
2018
Q3 		$1.3M Buy
13,160
+160
+1% +$18.2K 0.72% 26
2018
Q2 		$1.44M Hold
13,000
– – 0.84% 24
2018
Q1 		$1.42M Hold
13,000
– – 0.83% 23
2017
Q4 		$1.45M Buy
+13,000
New +$1.41M 0.84% 22

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

Pathway Financial Advisors's VOE Position: Q2 2026 in Review

Pathway Financial Advisors held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 11,864 shares worth $2.37M. The position accounts for 0.28% of the portfolio, ranked #41.

Pathway Financial Advisors first reported a position in VOE in Q4 2017 and has held it in 33 quarters since. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Pathway Financial Advisors held 11,864 shares of Vanguard Mid-Cap Value ETF worth $2.37M as of Q2 2026.
  • Pathway Financial Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.28% of Pathway Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Pathway Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 33 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.