VAG
VOE icon

VisionPoint Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

VisionPoint Advisory 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 		$202K Buy
+1,021
New +$198K 0.03% 461
2023
Q4 		– Sell
-296
Closed -$38.7K – 893
2023
Q3 		$38.7K Buy
+296
New +$41K 0.02% 267

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
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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VisionPoint Advisory Group's VOE Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2026: 1,021 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #461 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in VOE as recently as Q3 2023.

VisionPoint Advisory Group first reported a position in VOE in Q3 2023 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • VisionPoint Advisory Group held 1,021 shares of Vanguard Mid-Cap Value ETF worth $202K as of Q2 2026.
  • Vanguard Mid-Cap Value ETF was a new VisionPoint Advisory Group position in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #461 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.