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Towerpoint Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Towerpoint Wealth’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 		$327K Hold
1,655
– – 0.11% 87
2026
Q1 		$305K Sell
1,655
-176
-10% -$32.9K 0.12% 74
2025
Q4 		$325K Sell
1,831
-18
-1% -$3.15K 0.13% 70
2025
Q3 		$323K Sell
1,849
-60
-3% -$10.2K 0.13% 71
2025
Q2 		$314K Hold
1,909
– – 0.14% 71
2025
Q1 		$306K Hold
1,909
– – 0.15% 65
2024
Q4 		$309K Hold
1,909
– – 0.15% 61
2024
Q3 		$320K Sell
1,909
-13
-0.7% -$2.07K 0.15% 64
2024
Q2 		$289K Sell
1,922
-32
-2% -$4.86K 0.14% 63
2024
Q1 		$305K Hold
1,954
– – 0.15% 65
2023
Q4 		$283K Hold
1,954
– – 0.15% 64
2023
Q3 		$256K Hold
1,954
– – 0.15% 65
2023
Q2 		$270K Buy
+1,954
New +$260K 0.15% 69
2019
Q4 		– Sell
-1,127
Closed -$127K – 84
2019
Q3 		$127K Buy
+1,127
New +$125K 0.09% 52

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

Towerpoint Wealth's VOE Position: Q2 2026 in Review

Towerpoint Wealth held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,655 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #87.

Towerpoint Wealth first reported a position in VOE in Q3 2019 and has held it in 14 quarters since. 523 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Towerpoint Wealth held 1,655 shares of Vanguard Mid-Cap Value ETF worth $327K as of Q2 2026.
  • Towerpoint Wealth left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.11% of Towerpoint Wealth's portfolio in Q2 2026, its #87 holding.
  • Towerpoint Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q3 2019 and has held it in 14 quarters since.
  • 523 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.