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

Roxbury Financial’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 		$32.9K Hold
166
– – 0.03% 231
2026
Q1 		$30.6K Hold
166
– – 0.03% 223
2025
Q4 		$29.4K Buy
166
+1
+0.6% +$175 0.03% 226
2025
Q3 		$28.9K Hold
165
– – 0.03% 223
2025
Q2 		$27.1K Hold
165
– – 0.03% 222
2025
Q1 		$27.3K Buy
165
+1
+0.6% +$163 0.03% 217
2024
Q4 		$28.9K Buy
+164
New +$27.7K 0.03% 217

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

Roxbury Financial's VOE Position: Q2 2026 in Review

Roxbury Financial held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 166 shares worth $32.9K. The position accounts for 0.03% of the portfolio, ranked #231.

Roxbury Financial first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Roxbury Financial held 166 shares of Vanguard Mid-Cap Value ETF worth $32.9K as of Q2 2026.
  • Roxbury Financial left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #231 holding.
  • Roxbury Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.