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Spectrum Planning & Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Spectrum Planning & Advisory Services’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
-1,321
Closed -$243K – 132
2026
Q1 		$243K Hold
1,321
– – 0.12% 101
2025
Q4 		$234K Buy
1,321
+11
+0.8% +$1.93K 0.12% 107
2025
Q3 		$229K Sell
1,310
-11
-0.8% -$1.87K 0.13% 96
2025
Q2 		$217K Buy
+1,321
New +$209K 0.14% 91

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

Spectrum Planning & Advisory Services's VOE Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,321 shares — an estimated $243K sold.

Spectrum Planning & Advisory Services first reported a position in VOE in Q2 2025 and held it in 4 quarters. The position peaked at $243K in Q1 2026. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 1,321 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $243K.
  • Spectrum Planning & Advisory Services first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and held it in 4 quarters.
  • Spectrum Planning & Advisory Services's Vanguard Mid-Cap Value ETF position peaked at $243K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.