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

Team 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
-19
Closed -$3.55K – 244
2026
Q1 		$3.55K Hold
19
– – ﹤0.01% 237
2025
Q4 		$3.4K Hold
19
– – ﹤0.01% 226
2025
Q3 		$3.31K Hold
19
– – ﹤0.01% 223
2025
Q2 		$3.1K Buy
+19
New +$3.01K ﹤0.01% 217
2024
Q1 		– Sell
-18
Closed -$2.66K – 205
2023
Q4 		$2.66K Hold
18
– – ﹤0.01% 175
2023
Q3 		$2.38K Buy
+18
New +$2.49K ﹤0.01% 177

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

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

Team Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 19 shares — an estimated $3.55K sold.

Team Financial Group first reported a position in VOE in Q3 2023 and held it in 6 quarters. The position peaked at $3.55K in Q1 2026. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Team Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 19 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $3.55K.
  • Team Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Vanguard Mid-Cap Value ETF position peaked at $3.55K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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