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Private Advisor Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-6,400
Closed -$8.38K – 2524
2023
Q3 		$8.38K Buy
+6,400
New +$886K ﹤0.01% 2185

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Private Advisor Group's VOE Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 75% in Q2 2026, selling an estimated $42.9M and leaving 73,762 shares worth $14.6M. The position accounts for 0.07% of the portfolio, ranked #304.

Private Advisor Group first reported a position in VOE in Q4 2013 and has held it in 51 quarters since. The position peaked at $61.8M in Q3 2021. 558 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Private Advisor Group held 73,762 shares of Vanguard Mid-Cap Value ETF worth $14.6M as of Q2 2026.
  • Private Advisor Group sold 221,975 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $42.9M.
  • Vanguard Mid-Cap Value ETF made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #304 holding.
  • Private Advisor Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Vanguard Mid-Cap Value ETF position peaked at $61.8M in Q3 2021.
  • 558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.