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IEQ Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

IEQ Capital’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 		$1.79M Buy
9,055
+83
+0.9% +$16.1K 0.01% 852
2026
Q1 		$1.65M Sell
8,972
-6,498
-42% -$1.21M 0.01% 843
2025
Q4 		$2.74M Sell
15,470
-12,851
-45% -$2.25M 0.01% 692
2025
Q3 		$4.94M Buy
28,321
+18,680
+194% +$3.18M 0.02% 487
2025
Q2 		$1.59M Buy
9,641
+380
+4% +$60.2K 0.01% 713
2025
Q1 		$1.49M Buy
9,261
+22
+0.2% +$3.6K 0.01% 653
2024
Q4 		$1.49M Sell
9,239
-246
-3% -$41.5K 0.01% 576
2024
Q3 		$1.59M Buy
9,485
+9
+0.1% +$1.43K 0.02% 427
2024
Q2 		$1.43M Hold
9,476
– – 0.02% 408
2024
Q1 		$1.48M Sell
9,476
-7
-0.1% -$1.03K 0.02% 374
2023
Q4 		$1.38M Buy
9,483
+5,130
+118% +$689K 0.02% 353
2023
Q3 		$570K Buy
4,353
+81
+2% +$11.2K 0.01% 528
2023
Q2 		$591K Buy
4,272
+46
+1% +$6.13K 0.01% 509
2023
Q1 		$567K Sell
4,226
-179
-4% -$24.8K 0.01% 536
2022
Q4 		$596K Buy
4,405
+139
+3% +$18.6K 0.02% 468
2022
Q3 		$519K Buy
4,266
+44
+1% +$5.96K 0.01% 518
2022
Q2 		$547K Sell
4,222
-61
-1% -$8.63K 0.02% 456
2022
Q1 		$641K Sell
4,283
-33
-0.8% -$4.85K 0.02% 436
2021
Q4 		$649K Buy
+4,316
New +$634K 0.02% 397

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IEQ Capital's VOE Position: Q2 2026 in Review

IEQ Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.93% in Q2 2026, buying an estimated $16.1K and bringing the position to 9,055 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #852.

IEQ Capital first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.94M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • IEQ Capital held 9,055 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.79M as of Q2 2026.
  • IEQ Capital bought 83 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #852 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • IEQ Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.94M in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.