SFG
VOE icon

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

Snider Financial 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
2026
Q2 		– Sell
-1,626
Closed -$300K – 114
2026
Q1 		$300K Sell
1,626
-109
-6% -$20.4K 0.09% 81
2025
Q4 		$308K Sell
1,735
-493
-22% -$86.3K 0.08% 88
2025
Q3 		$389K Hold
2,228
– – 0.11% 84
2025
Q2 		$366K Hold
2,228
– – 0.11% 86
2025
Q1 		$358K Sell
2,228
-817
-27% -$134K 0.12% 83
2024
Q4 		$493K Buy
+3,045
New +$514K 0.15% 75

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

Snider Financial Group's VOE Position: Q2 2026 in Review

Snider Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,626 shares — an estimated $300K sold.

Snider Financial Group first reported a position in VOE in Q4 2024 and held it in 6 quarters. The position peaked at $493K in Q4 2024. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Snider Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Snider Financial Group sold 1,626 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $300K.
  • Snider Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Snider Financial Group's Vanguard Mid-Cap Value ETF position peaked at $493K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.