Physician Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Physician Wealth 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	$152K	Hold	769	–	–	0.02%	255
2026 Q1	$142K	Hold	769	–	–	0.02%	233
2025 Q4	$136K	Hold	769	–	–	0.02%	237
2025 Q3	$134K	Hold	769	–	–	0.02%	241
2025 Q2	$126K	Hold	769	–	–	0.02%	239
2025 Q1	$123K	Hold	769	–	–	0.02%	231
2024 Q4	$124K	Buy	+769	New	+$130K	0.02%	232

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

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

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

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

Physician Wealth Advisors's VOE Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 769 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #255.

Physician Wealth Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Physician Wealth Advisors held 769 shares of Vanguard Mid-Cap Value ETF worth $152K as of Q2 2026.
Physician Wealth Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Value ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #255 holding.
Physician Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
264 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.