Y-Intercept (HK)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Y-Intercept (HK)’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	$1.18M	Buy	5,964 +584	+11%	+$113K	0.02%	975
2026 Q1	$991K	Buy	5,380 +2,526	+89%	+$472K	0.02%	1032
2025 Q4	$506K	Buy	+2,854	New	+$499K	0.01%	1233
2025 Q3	–	Sell	-2,250	Closed	-$370K	–	2088
2025 Q2	$370K	Buy	+2,250	New	+$356K	0.01%	1299
2024 Q3	–	Sell	-1,568	Closed	-$236K	–	1843
2024 Q2	$236K	Buy	+1,568	New	+$238K	0.01%	1117
2023 Q4	–	Sell	-9,792	Closed	-$1.28M	–	1682
2023 Q3	$1.28M	Buy	+9,792	New	+$1.36M	0.13%	242
2022 Q4	–	Sell	-2,981	Closed	-$363K	–	1381
2022 Q3	$363K	Buy	+2,981	New	+$404K	0.04%	642
2022 Q2	–	Sell	-3,153	Closed	-$472K	–	1214
2022 Q1	$472K	Buy	3,153 +1,822	+137%	+$268K	0.11%	279
2021 Q4	$200K	Buy	+1,331	New	+$195K	0.05%	519

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

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

Y-Intercept (HK)'s VOE Position: Q2 2026 in Review

Y-Intercept (HK) increased its Vanguard Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, buying an estimated $113K and bringing the position to 5,964 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #975.

Y-Intercept (HK) first reported a position in VOE in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2023. 339 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Y-Intercept (HK) held 5,964 shares of Vanguard Mid-Cap Value ETF worth $1.18M as of Q2 2026.
Y-Intercept (HK) bought 584 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $113K.
Vanguard Mid-Cap Value ETF made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #975 holding.
Y-Intercept (HK) first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
Y-Intercept (HK)'s Vanguard Mid-Cap Value ETF position peaked at $1.28M in Q3 2023.
339 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.