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IFG Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

IFG Advisory’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 		$428K Buy
+2,168
New +$419K 0.02% 653
2026
Q1 		– Sell
-2,101
Closed -$373K – 859
2025
Q4 		$373K Sell
2,101
-24
-1% -$4.2K 0.02% 580
2025
Q3 		$371K Buy
2,125
+263
+14% +$44.7K 0.02% 577
2025
Q2 		$306K Buy
1,862
+353
+23% +$55.9K 0.02% 603
2025
Q1 		$242K Sell
1,509
-118
-7% -$19.3K 0.01% 613
2024
Q4 		$263K Buy
+1,627
New +$274K 0.01% 564
2024
Q3 		– Sell
-1,652
Closed -$249K – 619
2024
Q2 		$249K Buy
+1,652
New +$251K 0.02% 546
2024
Q1 		– Sell
-1,814
Closed -$263K – 581
2023
Q4 		$263K Buy
1,814
+105
+6% +$14.1K 0.02% 495
2023
Q3 		$224K Buy
+1,709
New +$237K 0.02% 498
2023
Q1 		– Sell
-2,103
Closed -$284K – 527
2022
Q4 		$284K Sell
2,103
-68
-3% -$9.12K 0.03% 409
2022
Q3 		$264K Buy
2,171
+77
+4% +$10.4K 0.02% 438
2022
Q2 		$271K Buy
2,094
+184
+10% +$26K 0.03% 394
2022
Q1 		$285K Buy
1,910
+29
+2% +$4.26K 0.03% 412
2021
Q4 		$282K Buy
1,881
+103
+6% +$15.1K 0.03% 413
2021
Q3 		$248K Sell
1,778
-140
-7% -$19.9K 0.03% 426
2021
Q2 		$269K Sell
1,918
-232
-11% -$32.8K 0.03% 409
2021
Q1 		$289K Sell
2,150
-818
-28% -$105K 0.04% 402
2020
Q4 		$353K Sell
2,968
-302
-9% -$33.8K 0.05% 326
2020
Q3 		$331K Sell
3,270
-507
-13% -$51.4K 0.05% 303
2020
Q2 		$361K Buy
3,777
+178
+5% +$16.3K 0.07% 268
2020
Q1 		$292K Buy
3,599
+210
+6% +$22.6K 0.07% 269
2019
Q4 		$404K Buy
3,389
+782
+30% +$90.1K 0.07% 270
2019
Q3 		$294K Buy
+2,607
New +$290K 0.06% 309

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

IFG Advisory's VOE Position: Q2 2026 in Review

IFG Advisory opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 2,168 shares worth $428K. The stake represents 0.02% of the portfolio and ranks #653 among its holdings. This is a return to the name: IFG Advisory previously reported a position in VOE as recently as Q4 2025.

IFG Advisory first reported a position in VOE in Q3 2019 and has held it in 23 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • IFG Advisory held 2,168 shares of Vanguard Morningstar Mid-Cap Value ETF worth $428K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new IFG Advisory position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #653 holding.
  • IFG Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 23 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.