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IEQ Capital’s Vanguard 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
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 $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's VOE Position: Q1 2026 in Review

IEQ Capital reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 42% in Q1 2026, selling an estimated $1.21M and leaving 8,972 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #843.

IEQ Capital first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.94M in Q3 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • IEQ Capital held 8,972 shares of Vanguard Mid-Cap Value ETF worth $1.65M as of Q1 2026.
  • IEQ Capital sold 6,498 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.21M.
  • Vanguard Mid-Cap Value ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #843 holding.
  • IEQ Capital first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • IEQ Capital's Vanguard Mid-Cap Value ETF position peaked at $4.94M in Q3 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.