Ally Invest Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ally Invest Advisors’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	$8.84M	Buy	44,758 +1,100	+3%	+$213K	0.53%	18
2026 Q1	$8.05M	Buy	43,658 +381	+0.9%	+$71.2K	0.54%	16
2025 Q4	$7.68M	Buy	43,277 +1,568	+4%	+$274K	0.53%	17
2025 Q3	$7.28M	Buy	41,709 +4,453	+12%	+$758K	0.52%	18
2025 Q2	$6.13M	Sell	37,256 -67	-0.2%	-$10.6K	0.48%	18
2025 Q1	$5.99M	Buy	37,323 +3,651	+11%	+$597K	0.51%	18
2024 Q4	$5.45M	Buy	33,672 +4,723	+16%	+$797K	0.47%	19
2024 Q3	$4.85M	Buy	28,949 +15,674	+118%	+$2.49M	0.43%	19
2024 Q2	$2M	Buy	13,275 +1,602	+14%	+$243K	0.19%	23
2024 Q1	$1.82M	Buy	11,673 +1,948	+20%	+$286K	0.18%	23
2023 Q4	$1.41M	Buy	9,725 +2,110	+28%	+$283K	0.15%	25
2023 Q3	$997K	Buy	7,615 +2,531	+50%	+$351K	0.12%	27
2023 Q2	$704K	Buy	5,084 +1,577	+45%	+$210K	0.08%	27
2023 Q1	$470K	Buy	3,507 +1,071	+44%	+$149K	0.06%	30
2022 Q4	$330K	Buy	+2,436	New	+$327K	0.04%	28

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ally Invest Advisors's VOE Position: Q2 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.5% in Q2 2026, buying an estimated $213K and bringing the position to 44,758 shares worth $8.84M. The position accounts for 0.53% of the portfolio, ranked #18.

Ally Invest Advisors first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ally Invest Advisors held 44,758 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.84M as of Q2 2026.
Ally Invest Advisors bought 1,100 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $213K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.53% of Ally Invest Advisors's portfolio in Q2 2026, its #18 holding.
Ally Invest Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.