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

RTD 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 		$13.8M Sell
69,886
-1,889
-3% -$365K 1.51% 22
2026
Q1 		$13.2M Sell
71,775
-1,422
-2% -$266K 1.63% 21
2025
Q4 		$13M Sell
73,197
-3,289
-4% -$576K 1.58% 23
2025
Q3 		$13.4M Sell
76,486
-419
-0.5% -$71.3K 1.6% 21
2025
Q2 		$12.6M Buy
76,905
+25,242
+49% +$4M 1.62% 20
2025
Q1 		$8.29M Sell
51,663
-818
-2% -$134K 1.11% 29
2024
Q4 		$8.49M Buy
52,481
+27
+0.1% +$4.55K 1.09% 30
2024
Q3 		$8.79M Sell
52,454
-635
-1% -$101K 1.11% 31
2024
Q2 		$7.99M Sell
53,089
-255
-0.5% -$38.7K 1.07% 30
2024
Q1 		$8.32M Sell
53,344
-446
-0.8% -$65.5K 1.12% 29
2023
Q4 		$7.8M Sell
53,790
-546
-1% -$73.3K 1.1% 29
2023
Q3 		$7.12M Sell
54,336
-51
-0.1% -$7.06K 1.09% 29
2023
Q2 		$7.53M Buy
54,387
+203
+0.4% +$27.1K 1.09% 30
2023
Q1 		$7.26M Buy
54,184
+4,794
+10% +$665K 1.12% 28
2022
Q4 		$6.68M Sell
49,390
-42
-0.1% -$5.63K 1.09% 29
2022
Q3 		$6.02M Sell
49,432
-69
-0.1% -$9.34K 1.11% 25
2022
Q2 		$6.41M Buy
49,501
+10,942
+28% +$1.55M 0.98% 30
2022
Q1 		$5.77M Sell
38,559
-9
-0% -$1.32K 0.78% 35
2021
Q4 		$5.8M Buy
+38,568
New +$5.66M 0.76% 35

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
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
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

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

RTD Financial Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.6% in Q2 2026, selling an estimated $365K and leaving 69,886 shares worth $13.8M. The position accounts for 1.51% of the portfolio, ranked #22.

RTD Financial Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 472 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • RTD Financial Advisors held 69,886 shares of Vanguard Mid-Cap Value ETF worth $13.8M as of Q2 2026.
  • RTD Financial Advisors sold 1,889 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $365K.
  • Vanguard Mid-Cap Value ETF made up 1.51% of RTD Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • RTD Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 472 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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