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Woodard & Company Asset Management Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Woodard & Company Asset Management 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 		$2.17K Sell
11
-12
-52% -$2.32K ﹤0.01% 168
2026
Q1 		$4.24K Sell
23
-77
-77% -$14.4K ﹤0.01% 170
2025
Q4 		$17.7K Hold
100
– – ﹤0.01% 149
2025
Q3 		$17.5K Sell
100
-10
-9% -$1.7K ﹤0.01% 138
2025
Q2 		$18.1K Sell
110
-10
-8% -$1.58K ﹤0.01% 127
2025
Q1 		$19.3K Sell
120
-177
-60% -$28.9K ﹤0.01% 123
2024
Q4 		$48K Sell
297
-1,255
-81% -$212K 0.01% 109
2024
Q3 		$260K Sell
1,552
-44
-3% -$7K 0.06% 81
2024
Q2 		$240K Buy
1,596
+177
+12% +$26.9K 0.06% 80
2024
Q1 		$221K Sell
1,419
-60
-4% -$8.81K 0.06% 84
2023
Q4 		$214K Sell
1,479
-254
-15% -$34.1K 0.06% 77
2023
Q3 		$227K Sell
1,733
-68
-4% -$9.42K 0.08% 67
2023
Q2 		$249K Sell
1,801
-45
-2% -$6K 0.08% 72
2023
Q1 		$247K Sell
1,846
-1,610
-47% -$223K 0.09% 70
2022
Q4 		$467K Sell
3,456
-12
-0.3% -$1.61K 0.17% 55
2022
Q3 		$422K Hold
3,468
– – 0.19% 52
2022
Q2 		$449K Buy
3,468
+352
+11% +$49.8K 0.18% 52
2022
Q1 		$466K Sell
3,116
-51
-2% -$7.5K 0.19% 57
2021
Q4 		$476K Sell
3,167
-96
-3% -$14.1K 0.23% 54
2021
Q3 		$456K Buy
3,263
+131
+4% +$18.6K 0.28% 52
2021
Q2 		$441K Buy
3,132
+46
+1% +$6.5K 0.26% 53
2021
Q1 		$416K Buy
3,086
+392
+15% +$50.2K 0.26% 51
2020
Q4 		$320K Sell
2,694
-20
-0.7% -$2.24K 0.2% 57
2020
Q3 		$275K Sell
2,714
-53
-2% -$5.37K 0.18% 53
2020
Q2 		$265K Buy
+2,767
New +$254K 0.18% 54

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Woodard & Company Asset Management Group's VOE Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 52% in Q2 2026, selling an estimated $2.32K and leaving 11 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Woodard & Company Asset Management Group first reported a position in VOE in Q2 2020 and has held it in 25 quarters since. The position peaked at $476K in Q4 2021. 668 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Woodard & Company Asset Management Group held 11 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.17K as of Q2 2026.
  • Woodard & Company Asset Management Group sold 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.32K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #168 holding.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Woodard & Company Asset Management Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $476K in Q4 2021.
  • 668 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.