XY Planning Network’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

XY Planning Network’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	$1.02M	Buy	5,159 +36	+0.7%	+$6.96K	0.13%	147
2026 Q1	$946K	Buy	5,123 +41	+0.8%	+$7.66K	0.15%	130
2025 Q4	$901K	Buy	5,082 +953	+23%	+$167K	0.16%	129
2025 Q3	$679K	Hold	4,129	–	–	0.23%	93
2025 Q2	$679K	Buy	+4,129	New	+$654K	0.23%	93

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

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

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

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

XY Planning Network's VOE Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.7% in Q2 2026, buying an estimated $6.96K and bringing the position to 5,159 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #147.

XY Planning Network first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

XY Planning Network held 5,159 shares of Vanguard Mid-Cap Value ETF worth $1.02M as of Q2 2026.
XY Planning Network bought 36 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $6.96K.
Vanguard Mid-Cap Value ETF made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #147 holding.
XY Planning Network first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.