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Wellspring Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wellspring Financial Advisors’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 		$913K Sell
783,898
-209
-0% -$40.4K 0.06% 106
2026
Q1 		$943K Sell
784,107
-782
-0.1% -$146K 0.07% 103
2025
Q4 		$1.08M Sell
784,889
-1,285
-0.2% -$225K 0.09% 81
2025
Q3 		$1.3M Sell
786,174
-158
-0% -$26.9K 0.12% 57
2025
Q2 		$1.29M Sell
786,332
-617
-0.1% -$97.7K 0.13% 56
2025
Q1 		$1.38M Sell
786,949
-685
-0.1% -$112K 0.15% 48
2024
Q4 		$1.49M Sell
787,634
-25
-0% -$4.22K 0.16% 46
2024
Q3 		$1.52M Sell
787,659
-64
-0% -$10.2K 0.18% 46
2024
Q2 		$1.46M Sell
787,723
-1,884
-0.2% -$286K 0.2% 45
2024
Q1 		$1.78M Sell
789,607
-6,899
-0.9% -$1.01M 0.28% 41
2023
Q4 		$2.71M Sell
796,506
-1,825
-0.2% -$245K 0.67% 32
2023
Q3 		$2.76M Buy
798,331
+12
+0% +$1.66K 0.81% 32
2023
Q2 		$2.87M Sell
798,319
-8,946
-1% -$1.19M 0.81% 30
2023
Q1 		$4M Buy
807,265
+26
+0% +$3.61K 1.19% 24
2022
Q4 		$4.03M Sell
807,239
-768
-0.1% -$103K 1.34% 23
2022
Q3 		$3.8M Buy
808,007
+46
+0% +$6.23K 1.4% 21
2022
Q2 		$3.98M Sell
807,961
-14,366
-2% -$2.03M 1.39% 22
2022
Q1 		$6.63M Sell
822,327
-16,838
-2% -$2.48M 1.95% 16
2021
Q4 		$9.19M Buy
839,165
+322,618
+62% +$47.4M 2.56% 13
2021
Q3 		$8.64M Buy
516,547
+458,326
+787% +$65.1M 2.6% 13
2021
Q2 		$8.18M Buy
58,221
+44,428
+322% +$6.28M 2.57% 12
2021
Q1 		$1.12M Sell
13,793
-39,167
-74% -$5.01M 0.54% 28
2020
Q4 		$6.3M Sell
52,960
-9,166
-15% -$1.03M 2.2% 14
2020
Q3 		$6.3M Sell
62,126
-365
-0.6% -$37K 2.47% 13
2020
Q2 		$5.98M Buy
62,491
+48,698
+353% +$4.47M 2.47% 13
2020
Q1 		$1.12M Buy
+13,793
New +$1.49M 0.54% 28

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

Wellspring Financial Advisors's VOE Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.03% in Q2 2026, selling an estimated $40.4K and leaving 783,898 shares worth $913K. The position accounts for 0.06% of the portfolio, ranked #106.

Wellspring Financial Advisors first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.19M in Q4 2021. 431 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Wellspring Financial Advisors held 783,898 shares of Vanguard Mid-Cap Value ETF worth $913K as of Q2 2026.
  • Wellspring Financial Advisors sold 209 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $40.4K.
  • Vanguard Mid-Cap Value ETF made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $9.19M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.