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

Sax 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	$323K	Buy	+1,755	New	+$340K	0.01%	429

Other funds holding VOE

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

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

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

Sax Wealth Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2026: 1,755 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings.

308 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Sax Wealth Advisors held 1,755 shares of Vanguard Mid-Cap Value ETF worth $323K as of Q2 2026.
Vanguard Mid-Cap Value ETF was a new Sax Wealth Advisors position in Q2 2026.
Vanguard Mid-Cap Value ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #429 holding.
308 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.