Winebrenner Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Winebrenner Capital Management’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	$546K	Sell	2,766 -115	-4%	-$22.2K	0.33%	85
2026 Q1	$531K	Sell	2,881 -271	-9%	-$50.6K	0.34%	82
2025 Q4	$559K	Buy	3,152 +7	+0.2%	+$1.23K	0.37%	78
2025 Q3	$549K	Buy	3,145 +168	+6%	+$28.6K	0.39%	77
2025 Q2	$490K	Buy	2,977 +117	+4%	+$18.5K	0.4%	78
2025 Q1	$459K	Sell	2,860 -113	-4%	-$18.5K	0.41%	78
2024 Q4	$481K	Buy	+2,973	New	+$502K	0.37%	83

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

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

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

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

Winebrenner Capital Management's VOE Position: Q2 2026 in Review

Winebrenner Capital Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, selling an estimated $22.2K and leaving 2,766 shares worth $546K. The position accounts for 0.33% of the portfolio, ranked #85.

Winebrenner Capital Management first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2025. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Winebrenner Capital Management held 2,766 shares of Vanguard Mid-Cap Value ETF worth $546K as of Q2 2026.
Winebrenner Capital Management sold 115 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $22.2K.
Vanguard Mid-Cap Value ETF made up 0.33% of Winebrenner Capital Management's portfolio in Q2 2026, its #85 holding.
Winebrenner Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's Vanguard Mid-Cap Value ETF position peaked at $559K in Q4 2025.
234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.