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Saxony Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Saxony Capital Management’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 		$223K Hold
1,130
– – 0.1% 163
2026
Q1 		$208K Buy
+1,130
New +$211K 0.12% 150
2025
Q3 		– Sell
-1,280
Closed -$211K – 161
2025
Q2 		$211K Buy
+1,280
New +$203K 0.16% 116

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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Saxony Capital Management's VOE Position: Q2 2026 in Review

Saxony Capital Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,130 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #163.

Saxony Capital Management first reported a position in VOE in Q2 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Saxony Capital Management held 1,130 shares of Vanguard Mid-Cap Value ETF worth $223K as of Q2 2026.
  • Saxony Capital Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.1% of Saxony Capital Management's portfolio in Q2 2026, its #163 holding.
  • Saxony Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.