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Ifrah Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ifrah Financial Services’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 		$4.06M Sell
20,563
-158
-0.8% -$30.6K 0.99% 28
2026
Q1 		$3.82M Sell
20,721
-541
-3% -$101K 1.01% 26
2025
Q4 		$3.77M Sell
21,262
-281
-1% -$49.2K 0.97% 27
2025
Q3 		$3.76M Sell
21,543
-114
-0.5% -$19.4K 0.97% 27
2025
Q2 		$3.56M Sell
21,657
-252
-1% -$39.9K 0.97% 28
2025
Q1 		$3.52M Sell
21,909
-736
-3% -$120K 1.01% 26
2024
Q4 		$3.66M Sell
22,645
-303
-1% -$51.1K 1.01% 26
2024
Q3 		$3.85M Sell
22,948
-144
-0.6% -$22.9K 1.04% 25
2024
Q2 		$3.47M Sell
23,092
-750
-3% -$114K 0.98% 26
2024
Q1 		$3.72M Sell
23,842
-331
-1% -$48.6K 1.04% 26
2023
Q4 		$3.51M Sell
24,173
-953
-4% -$128K 1.03% 27
2023
Q3 		$3.29M Sell
25,126
-144
-0.6% -$19.9K 1.02% 28
2023
Q2 		$3.5M Sell
25,270
-33
-0.1% -$4.4K 1.06% 27
2023
Q1 		$3.39M Sell
25,303
-333
-1% -$46.2K 1.08% 27
2022
Q4 		$3.47M Sell
25,636
-747
-3% -$100K 1.14% 25
2022
Q3 		$3.21M Buy
26,383
+145
+0.6% +$19.6K 1.1% 26
2022
Q2 		$3.4M Sell
26,238
-219
-0.8% -$31K 1.1% 26
2022
Q1 		$3.96M Buy
26,457
+64
+0.2% +$9.41K 1.11% 26
2021
Q4 		$3.97M Sell
26,393
-64
-0.2% -$9.4K 1.06% 31
2021
Q3 		$3.69M Sell
26,457
-13
-0% -$1.85K 1.06% 29
2021
Q2 		$3.72M Sell
26,470
-1,038
-4% -$147K 1.06% 29
2021
Q1 		$3.71M Sell
27,508
-1,289
-4% -$165K 1.12% 26
2020
Q4 		$3.43M Sell
28,797
-277
-1% -$31K 1.1% 27
2020
Q3 		$2.95M Sell
29,074
-403
-1% -$40.8K 1.06% 28
2020
Q2 		$2.82M Sell
29,477
-769
-3% -$70.5K 1.03% 30
2020
Q1 		$2.46M Buy
30,246
+307
+1% +$33.1K 1.03% 31
2019
Q4 		$3.57M Sell
29,939
-423
-1% -$48.7K 1.26% 23
2019
Q3 		$3.43M Sell
30,362
-684
-2% -$76K 1.26% 26
2019
Q2 		$3.46M Sell
31,046
-63
-0.2% -$6.9K 1.28% 25
2019
Q1 		$3.36M Sell
31,109
-294
-0.9% -$30.9K 1.28% 24
2018
Q4 		$2.99M Sell
31,403
-1,067
-3% -$112K 1.26% 27
2018
Q3 		$3.67M Sell
32,470
-836
-3% -$95K 1.3% 23
2018
Q2 		$3.68M Sell
33,306
-112
-0.3% -$12.4K 1.33% 24
2018
Q1 		$3.66M Sell
33,418
-353
-1% -$39.7K 1.33% 22
2017
Q4 		$3.77M Buy
33,771
+78
+0.2% +$8.44K 1.37% 21
2017
Q3 		$3.56M Sell
33,693
-301
-0.9% -$31.3K 1.35% 21
2017
Q2 		$3.5M Sell
33,994
-565
-2% -$57.8K 1.38% 21
2017
Q1 		$3.52M Sell
34,559
-909
-3% -$91.6K 1.41% 18
2016
Q4 		$3.45M Sell
35,468
-2,104
-6% -$200K 1.4% 18
2016
Q3 		$3.52M Sell
37,572
-1,003
-3% -$92.8K 1.4% 20
2016
Q2 		$3.44M Sell
38,575
-537
-1% -$47.2K 1.37% 21
2016
Q1 		$3.41M Sell
39,112
-913
-2% -$74.5K 1.36% 21
2015
Q4 		$3.44M Buy
40,025
+54
+0.1% +$4.72K 1.36% 20
2015
Q3 		$3.33M Sell
39,971
-409
-1% -$36.3K 1.34% 20
2015
Q2 		$3.66M Sell
40,380
-481
-1% -$44.5K 1.36% 19
2015
Q1 		$3.75M Buy
40,861
+187
+0.5% +$16.9K 1.41% 17
2014
Q4 		$3.64M Sell
40,674
-1,924
-5% -$168K 1.42% 18
2014
Q3 		$3.62M Sell
42,598
-169
-0.4% -$14.6K 1.4% 17
2014
Q2 		$3.72M Sell
42,767
-551
-1% -$46.2K 1.41% 18
2014
Q1 		$3.59M Sell
43,318
-1,005
-2% -$80.6K 1.41% 17
2013
Q4 		$3.54M Sell
44,323
-579
-1% -$44.7K 1.41% 17
2013
Q3 		$3.29M Sell
44,902
-767
-2% -$55.4K 1.59% 18
2013
Q2 		$3.14M Buy
+45,669
New +$3.13M 1.58% 18

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Ifrah Financial Services's VOE Position: Q2 2026 in Review

Ifrah Financial Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.76% in Q2 2026, selling an estimated $30.6K and leaving 20,563 shares worth $4.06M. The position accounts for 0.99% of the portfolio, ranked #28.

Ifrah Financial Services first reported a position in VOE in Q2 2013 and has held it in 53 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Ifrah Financial Services held 20,563 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.06M as of Q2 2026.
  • Ifrah Financial Services sold 158 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $30.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.99% of Ifrah Financial Services's portfolio in Q2 2026, its #28 holding.
  • Ifrah Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.