IFP Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.8M | Buy |
64,604
+2,764
| +4% | +$535K | 0.23% | 91 |
|
|
2026
Q1 | $11.4M | Buy |
61,840
+53,600
| +650% | +$10M | 0.24% | 91 |
|
|
2025
Q4 | $1.46M | Buy |
8,240
+953
| +13% | +$167K | 0.03% | 514 |
|
|
2025
Q3 | $1.27M | Buy |
7,287
+1,821
| +33% | +$310K | 0.03% | 514 |
|
|
2025
Q2 | $900K | Sell |
5,466
-457
| -8% | -$72.4K | 0.03% | 615 |
|
|
2025
Q1 | $951K | Sell |
5,923
-474
| -7% | -$77.5K | 0.03% | 571 |
|
|
2024
Q4 | $1.03M | Buy |
6,397
+2,043
| +47% | +$345K | 0.03% | 516 |
|
|
2024
Q3 | $730K | Sell |
4,354
-411
| -9% | -$65.3K | 0.03% | 566 |
|
|
2024
Q2 | $717K | Sell |
4,765
-185
| -4% | -$28.1K | 0.03% | 536 |
|
|
2024
Q1 | $772K | Buy |
4,950
+505
| +11% | +$74.1K | 0.03% | 477 |
|
|
2023
Q4 | $645K | Sell |
4,445
-2,718
| -38% | -$365K | 0.03% | 505 |
|
|
2023
Q3 | $938K | Sell |
7,163
-178
| -2% | -$24.7K | 0.04% | 406 |
|
|
2023
Q2 | $1.02M | Sell |
7,341
-618
| -8% | -$82.4K | 0.04% | 423 |
|
|
2023
Q1 | $459K | Sell |
7,959
-16,779
| -68% | -$2.33M | 0.02% | 635 |
|
|
2022
Q4 | $1.44M | Sell |
24,738
-3,707
| -13% | -$497K | 0.04% | 473 |
|
|
2022
Q3 | $1.66M | Buy |
28,445
+75
| +0.3% | +$10.2K | 0.04% | 465 |
|
|
2022
Q2 | $1.65M | Hold |
28,370
| – | – | 0.05% | 407 |
|
|
2022
Q1 | $1.65M | Buy |
28,370
+20,972
| +283% | +$3.08M | 0.05% | 407 |
|
|
2021
Q4 | $1.11M | Sell |
7,398
-3,281
| -31% | -$482K | 0.02% | 382 |
|
|
2021
Q3 | $1.51M | Buy |
10,679
+909
| +9% | +$129K | 0.03% | 314 |
|
|
2021
Q2 | $1.38M | Buy |
9,770
+4,733
| +94% | +$669K | 0.03% | 321 |
|
|
2021
Q1 | $676K | Buy |
5,037
+555
| +12% | +$71.1K | 0.01% | 445 |
|
|
2020
Q4 | $529K | Buy |
4,482
+313
| +8% | +$35.1K | 0.02% | 490 |
|
|
2020
Q3 | $425K | Sell |
4,169
-312
| -7% | -$31.6K | 0.03% | 479 |
|
|
2020
Q2 | $423K | Sell |
4,481
-54
| -1% | -$4.95K | 0.03% | 450 |
|
|
2020
Q1 | $382K | Sell |
4,535
-2,554
| -36% | -$275K | 0.04% | 409 |
|
|
2019
Q4 | $842K | Buy |
7,089
+22
| +0.3% | +$2.54K | 0.06% | 320 |
|
|
2019
Q3 | $797K | Buy |
+7,067
| New | +$785K | 0.05% | 362 |
|
|
2019
Q1 | $119K | Sell |
1,103
-18,220
| -94% | -$1.91M | 0.02% | 631 |
|
|
2018
Q4 | $1.82M | Buy |
19,323
+4,578
| +31% | +$481K | 0.11% | 204 |
|
|
2018
Q3 | $1.67M | Sell |
14,745
-13,521
| -48% | -$1.54M | 0.07% | 300 |
|
|
2018
Q2 | $3.12M | Buy |
28,266
+1,795
| +7% | +$199K | 0.13% | 179 |
|
|
2018
Q1 | $2.95M | Hold |
26,471
| – | – | 0.13% | 176 |
|
|
2017
Q4 | $2.95M | Buy |
26,471
+15,253
| +136% | +$1.65M | 0.13% | 176 |
|
|
2017
Q3 | $1.19M | Sell |
11,218
-1,487
| -12% | -$154K | 0.05% | 394 |
|
|
2017
Q2 | $1.31M | Sell |
12,705
-57
| -0.4% | -$5.83K | 0.06% | 361 |
|
|
2017
Q1 | $1.3M | Buy |
12,762
+765
| +6% | +$77.1K | 0.06% | 355 |
|
|
2016
Q4 | $1.17M | Buy |
11,997
+1,425
| +13% | +$135K | 0.06% | 353 |
|
|
2016
Q3 | $989K | Sell |
10,572
-535
| -5% | -$49.5K | 0.05% | 367 |
|
|
2016
Q2 | $989K | Buy |
11,107
+10,004
| +907% | +$880K | 0.06% | 357 |
|
|
2016
Q1 | $119K | Sell |
1,103
-9,027
| -89% | -$736K | 0.02% | 630 |
|
|
2015
Q4 | $871K | Buy |
+10,130
| New | +$886K | 0.06% | 344 |
|
Other funds holding VOE
EWA
IFP Advisors's VOE Position: Q2 2026 in Review
IFP Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q2 2026, buying an estimated $535K and bringing the position to 64,604 shares worth $12.8M. The position accounts for 0.23% of the portfolio, ranked #91.
IFP Advisors first reported a position in VOE in Q4 2015 and has held it in 42 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- IFP Advisors held 64,604 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12.8M as of Q2 2026.
- IFP Advisors bought 2,764 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $535K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.23% of IFP Advisors's portfolio in Q2 2026, its #91 holding.
- IFP Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.