IFC & Insurance Marketing’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-69	Closed	-$12K	–	672
2025 Q4	$12K	Buy	+69	New	+$12.1K	0.01%	370

Other funds holding VOE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

IFC & Insurance Marketing's VOE Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 69 shares — an estimated $12K sold.

IFC & Insurance Marketing first reported a position in VOE in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

IFC & Insurance Marketing reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 69 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $12K.
IFC & Insurance Marketing first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Vanguard Morningstar Mid-Cap Value ETF position peaked at $12K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.