IBEX Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Other funds holding VOE
EWA
IBEX Wealth Advisors's VOE Position: Q2 2026 in Review
IBEX Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.5% in Q2 2026, selling an estimated $27.7K and leaving 5,586 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #111.
IBEX Wealth Advisors first reported a position in VOE in Q2 2025 and has held it in 4 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- IBEX Wealth Advisors held 5,586 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.1M as of Q2 2026.
- IBEX Wealth Advisors sold 143 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $27.7K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q2 2026, its #111 holding.
- IBEX Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
- 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.