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Summit Wealth Group (Colorado)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Summit Wealth Group (Colorado)’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 		$706K Buy
3,571
+24
+0.7% +$4.64K 0.06% 172
2026
Q1 		$654K Buy
3,547
+974
+38% +$182K 0.07% 149
2025
Q4 		$456K Buy
2,573
+1,713
+199% +$300K 0.06% 155
2025
Q3 		$306K Sell
860
-7,010
-89% -$1.19M 0.05% 191
2025
Q2 		$1.3M Buy
+7,870
New +$1.25M 0.33% 73

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Summit Wealth Group (Colorado)'s VOE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.68% in Q2 2026, buying an estimated $4.64K and bringing the position to 3,571 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #172.

Summit Wealth Group (Colorado) first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2025. 528 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,571 shares of Vanguard Mid-Cap Value ETF worth $706K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 24 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $4.64K.
  • Vanguard Mid-Cap Value ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #172 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard Mid-Cap Value ETF position peaked at $1.3M in Q2 2025.
  • 528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.