IAG Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

IAG Wealth Partners’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	$790	Hold	4	–	–	﹤0.01%	491
2026 Q1	$737	Hold	4	–	–	﹤0.01%	493
2025 Q4	$709	Hold	4	–	–	﹤0.01%	473
2025 Q3	$698	Hold	4	–	–	﹤0.01%	492
2025 Q2	$658	Hold	4	–	–	﹤0.01%	469
2025 Q1	$642	Buy	+4	New	+$654	﹤0.01%	479
2022 Q4	–	Sell	-10	Closed	-$1K	–	486
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	423
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	426
2022 Q1	$1K	Buy	+10	New	+$1.47K	﹤0.01%	432
2020 Q3	–	Sell	-87	Closed	-$9K	–	432
2020 Q2	$9K	Buy	87 +42	+93%	+$3.85K	﹤0.01%	241
2020 Q1	$4K	Hold	45	–	–	﹤0.01%	291
2019 Q4	$6K	Buy	+45	New	+$5.18K	﹤0.01%	299

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

IAG Wealth Partners's VOE Position: Q2 2026 in Review

IAG Wealth Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 4 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #491.

IAG Wealth Partners first reported a position in VOE in Q4 2019 and has held it in 12 quarters since. The position peaked at $9K in Q2 2020. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

IAG Wealth Partners held 4 shares of Vanguard Morningstar Mid-Cap Value ETF worth $790 as of Q2 2026.
IAG Wealth Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #491 holding.
IAG Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 12 quarters since.
IAG Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9K in Q2 2020.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.