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Wolff Financial Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wolff Financial 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 		$1.75M Sell
8,880
-248
-3% -$48K 0.35% 26
2026
Q1 		$1.68M Sell
9,128
-19
-0.2% -$3.55K 0.37% 25
2025
Q4 		$1.62M Buy
9,147
+62
+0.7% +$10.9K 0.36% 26
2025
Q3 		$1.59M Sell
9,085
-492
-5% -$83.7K 0.37% 27
2025
Q2 		$1.57M Sell
9,577
-31
-0.3% -$4.91K 0.41% 27
2025
Q1 		$1.54M Buy
9,608
+44
+0.5% +$7.19K 0.43% 28
2024
Q4 		$1.55M Sell
9,564
-180
-2% -$30.4K 0.43% 27
2024
Q3 		$1.63M Buy
+9,744
New +$1.55M 0.44% 27
2024
Q2 		– Sell
-10,389
Closed -$1.62M – 90
2024
Q1 		$1.62M Buy
10,389
+459
+5% +$67.4K 0.47% 28
2023
Q4 		$1.44M Sell
9,930
-1,032
-9% -$139K 0.44% 31
2023
Q3 		$1.44M Buy
+10,962
New +$1.52M 0.49% 28
2023
Q2 		– Sell
-12,258
Closed -$1.64M – 94
2023
Q1 		$1.64M Sell
12,258
-3,578
-23% -$496K 0.57% 28
2022
Q4 		$2.14M Sell
15,836
-26,928
-63% -$3.61M 0.79% 25
2022
Q3 		$5.21M Buy
42,764
+41
+0.1% +$5.55K 2.38% 13
2022
Q2 		$5.53M Sell
42,723
-434
-1% -$61.4K 2.46% 12
2022
Q1 		$6.46M Sell
43,157
-62
-0.1% -$9.12K 2.56% 12
2021
Q4 		$6.5M Buy
+43,219
New +$6.35M 2.46% 12
2021
Q1 		$5.93M Sell
43,964
-722
-2% -$92.4K 2.72% 13
2020
Q4 		$5.32M Sell
44,686
-1,412
-3% -$158K 2.79% 12
2020
Q3 		$4.67M Buy
46,098
+947
+2% +$95.9K 2.77% 12
2020
Q2 		$4.32M Buy
45,151
+957
+2% +$87.8K 2.75% 12
2020
Q1 		$3.59M Buy
44,194
+5,479
+14% +$590K 2.71% 12
2019
Q4 		$4.62M Buy
38,715
+4,793
+14% +$552K 3.06% 9
2019
Q3 		$3.83M Buy
33,922
+6,519
+24% +$724K 2.8% 10
2019
Q2 		$3.05M Buy
27,403
+5,401
+25% +$591K 2.35% 11
2019
Q1 		$2.37M Buy
22,002
+5,777
+36% +$607K 1.97% 14
2018
Q4 		$1.55M Buy
+16,225
New +$1.7M 1.5% 15

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
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

Wolff Financial Management's VOE Position: Q2 2026 in Review

Wolff Financial Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.7% in Q2 2026, selling an estimated $48K and leaving 8,880 shares worth $1.75M. The position accounts for 0.35% of the portfolio, ranked #26.

Wolff Financial Management first reported a position in VOE in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.5M in Q4 2021. 302 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Wolff Financial Management held 8,880 shares of Vanguard Mid-Cap Value ETF worth $1.75M as of Q2 2026.
  • Wolff Financial Management sold 248 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $48K.
  • Vanguard Mid-Cap Value ETF made up 0.35% of Wolff Financial Management's portfolio in Q2 2026, its #26 holding.
  • Wolff Financial Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 27 quarters since.
  • Wolff Financial Management's Vanguard Mid-Cap Value ETF position peaked at $6.5M in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.