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

Unique 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 		$663K Buy
+3,354
New +$649K 0.08% 129

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Unique Wealth's VOE Position: Q2 2026 in Review

Unique Wealth opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2026: 3,354 shares worth $663K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings.

558 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Unique Wealth held 3,354 shares of Vanguard Mid-Cap Value ETF worth $663K as of Q2 2026.
  • Vanguard Mid-Cap Value ETF was a new Unique Wealth position in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.08% of Unique Wealth's portfolio in Q2 2026, its #129 holding.
  • 558 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.