Summit Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.8M | Buy |
206,724
+11,714
| +6% | +$2.27M | 0.45% | 32 |
|
|
2026
Q1 | $35.9M | Buy |
195,010
+26,289
| +16% | +$4.91M | 0.46% | 37 |
|
|
2025
Q4 | $29.9M | Buy |
168,721
+2,883
| +2% | +$505K | 0.44% | 39 |
|
|
2025
Q3 | $29M | Sell |
165,838
-61,235
| -27% | -$10.4M | 0.44% | 34 |
|
|
2025
Q2 | $37.5M | Buy |
227,073
+49,432
| +28% | +$7.83M | 0.85% | 19 |
|
|
2025
Q1 | $28.5M | Buy |
177,641
+654
| +0.4% | +$107K | 0.8% | 22 |
|
|
2024
Q4 | $28.6M | Buy |
176,987
+2,105
| +1% | +$355K | 1% | 15 |
|
|
2024
Q3 | $29.3M | Sell |
174,882
-20,192
| -10% | -$3.21M | 1.15% | 15 |
|
|
2024
Q2 | $29.5M | Sell |
195,074
-5,406
| -3% | -$820K | 1.35% | 12 |
|
|
2024
Q1 | $31.3M | Buy |
200,480
+2,157
| +1% | +$317K | 1.85% | 8 |
|
|
2023
Q4 | $28.8M | Buy |
198,323
+1,878
| +1% | +$252K | 1.88% | 9 |
|
|
2023
Q3 | $25.7M | Sell |
196,445
-18,732
| -9% | -$2.59M | 1.9% | 8 |
|
|
2023
Q2 | $29.8M | Buy |
215,177
+11,738
| +6% | +$1.56M | 2.17% | 7 |
|
|
2023
Q1 | $27.3M | Sell |
203,439
-2,723
| -1% | -$378K | 2.38% | 7 |
|
|
2022
Q4 | $27.9M | Buy |
206,162
+27,320
| +15% | +$3.67M | 2.62% | 7 |
|
|
2022
Q3 | $21.8M | Buy |
178,842
+4,454
| +3% | +$603K | 2.06% | 9 |
|
|
2022
Q2 | $22.6M | Sell |
174,388
-15,916
| -8% | -$2.25M | 2.12% | 9 |
|
|
2022
Q1 | $28.5M | Buy |
190,304
+288
| +0.2% | +$42.4K | 2.22% | 9 |
|
|
2021
Q4 | $28.6M | Buy |
190,016
+2,693
| +1% | +$395K | 2.18% | 8 |
|
|
2021
Q3 | $26.2M | Buy |
187,323
+5,982
| +3% | +$850K | 2.24% | 8 |
|
|
2021
Q2 | $25.5M | Sell |
181,341
-22,636
| -11% | -$3.2M | 2.52% | 8 |
|
|
2021
Q1 | $27.5M | Sell |
203,977
-1,818
| -0.9% | -$233K | 3.63% | 6 |
|
|
2020
Q4 | $24.5M | Sell |
205,795
-337
| -0.2% | -$37.7K | 3.44% | 6 |
|
|
2020
Q3 | $20.9M | Buy |
206,132
+415
| +0.2% | +$42K | 3.46% | 6 |
|
|
2020
Q2 | $19.7M | Sell |
205,717
-87,989
| -30% | -$8.07M | 3.49% | 6 |
|
|
2020
Q1 | $23.9M | Buy |
293,706
+3,688
| +1% | +$397K | 5.25% | 3 |
|
|
2019
Q4 | $34.6M | Sell |
290,018
-29,263
| -9% | -$3.37M | 5.87% | 3 |
|
|
2019
Q3 | $34.7M | Buy |
319,281
+20,716
| +7% | +$2.3M | 5.89% | 3 |
|
|
2019
Q2 | $33.4M | Buy |
298,565
+6,445
| +2% | +$706K | 5.64% | 3 |
|
|
2019
Q1 | $31.7M | Sell |
292,120
-1,751
| -0.6% | -$184K | 5.43% | 3 |
|
|
2018
Q4 | $28M | Buy |
+293,871
| New | +$30.9M | 5.44% | 3 |
|
Other funds holding VOE
Summit Financial's VOE Position: Q2 2026 in Review
Summit Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6% in Q2 2026, buying an estimated $2.27M and bringing the position to 206,724 shares worth $40.8M. The position accounts for 0.45% of the portfolio, ranked #32.
Summit Financial first reported a position in VOE in Q4 2018 and has held it in 31 quarters since. 1,250 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Summit Financial held 206,724 shares of Vanguard Morningstar Mid-Cap Value ETF worth $40.8M as of Q2 2026.
- Summit Financial bought 11,714 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.27M.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.45% of Summit Financial's portfolio in Q2 2026, its #32 holding.
- Summit Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
- 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.