IFG Advisory
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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
Q3 		$482K Buy
2,467
+299
+14% +$61.1K 0.02% 629
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

IFG Advisory's VOE Position: Q3 2026 in Review

IFG Advisory increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 14% in Q3 2026, buying an estimated $61.1K and bringing the position to 2,467 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #629.

IFG Advisory first reported a position in VOE in Q3 2019 and has held it in 24 quarters since. 860 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • IFG Advisory held 2,467 shares of Vanguard Morningstar Mid-Cap Value ETF worth $482K as of Q3 2026.
  • IFG Advisory bought 299 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $61.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #629 holding.
  • IFG Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 24 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.