IHT Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

IHT Wealth Management’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	$1.02M	Buy	5,555 +1,741	+46%	+$325K	0.02%	566
2025 Q4	$676K	Sell	3,814 -1,018	-21%	-$178K	0.02%	659
2025 Q3	$844K	Sell	4,832 -111	-2%	-$18.9K	0.02%	585
2025 Q2	$813K	Sell	4,943 -605	-11%	-$95.8K	0.02%	556
2025 Q1	$891K	Sell	5,548 -283	-5%	-$46.3K	0.03%	502
2024 Q4	$943K	Sell	5,831 -1,573	-21%	-$265K	0.03%	470
2024 Q3	$1.24M	Buy	7,404 +1,509	+26%	+$240K	0.04%	448
2024 Q2	$887K	Sell	5,895 -1,035	-15%	-$157K	0.03%	461
2024 Q1	$1.08M	Buy	6,930 +405	+6%	+$59.5K	0.04%	396
2023 Q4	$946K	Buy	6,525 +296	+5%	+$39.8K	0.04%	405
2023 Q3	$816K	Sell	6,229 -4,406	-41%	-$610K	0.04%	401
2023 Q2	$1.47M	Buy	10,635 +3	+0%	+$400	0.08%	250
2023 Q1	$1.43M	Sell	10,632 -201	-2%	-$27.9K	0.08%	234
2022 Q4	$1.47M	Sell	10,833 -620	-5%	-$83.2K	0.09%	227
2022 Q3	$1.4M	Buy	11,453 +114	+1%	+$15.4K	0.11%	213
2022 Q2	$1.47M	Sell	11,339 -49	-0.4%	-$6.93K	0.13%	170
2022 Q1	$1.7M	Sell	11,388 -614	-5%	-$90.3K	0.13%	170
2021 Q4	$1.8M	Sell	12,002 -172	-1%	-$25.3K	0.13%	156
2021 Q3	$1.7M	Buy	12,174 +755	+7%	+$107K	0.14%	148
2021 Q2	$1.6M	Buy	11,419 +212	+2%	+$30K	0.1%	204
2021 Q1	$1.51M	Sell	11,207 -276	-2%	-$35.3K	0.11%	193
2020 Q4	$1.37M	Sell	11,483 -559	-5%	-$62.6K	0.11%	193
2020 Q3	$1.22M	Sell	12,042 -965	-7%	-$97.8K	0.12%	179
2020 Q2	$1.25M	Sell	13,007 -773	-6%	-$70.9K	0.17%	138
2020 Q1	$1.12M	Sell	13,780 -721	-5%	-$77.7K	0.16%	148
2019 Q4	$1.73M	Sell	14,501 -174	-1%	-$20K	0.2%	122
2019 Q3	$1.66M	Sell	14,675 -76	-0.5%	-$8.44K	0.23%	107
2019 Q2	$1.64M	Sell	14,751 -186	-1%	-$20.4K	0.24%	99
2019 Q1	$1.61M	Buy	14,937 +7,353	+97%	+$772K	0.27%	92
2018 Q4	$722K	Sell	7,584 -314	-4%	-$33K	0.14%	177
2018 Q3	$893K	Buy	7,898 +187	+2%	+$21.2K	0.19%	138
2018 Q2	$852K	Sell	7,711 -902	-10%	-$99.9K	0.22%	127
2018 Q1	$923K	Buy	8,613 +3,403	+65%	+$383K	0.25%	99
2017 Q4	$593K	Buy	5,210 +448	+9%	+$48.5K	0.16%	159
2017 Q3	$505K	Buy	4,762 +162	+4%	+$16.8K	0.22%	117
2017 Q2	$1.59K	Sell	4,600 -1,189	-21%	-$122K	0.77%	21
2017 Q1	$647K	Buy	5,789 +4,116	+246%	+$415K	0.43%	55
2016 Q4	$164K	Buy	+1,673	New	+$159K	0.12%	195

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IHT Wealth Management's VOE Position: Q1 2026 in Review

IHT Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 46% in Q1 2026, buying an estimated $325K and bringing the position to 5,555 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #566.

IHT Wealth Management first reported a position in VOE in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.8M in Q4 2021. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

IHT Wealth Management held 5,555 shares of Vanguard Mid-Cap Value ETF worth $1.02M as of Q1 2026.
IHT Wealth Management bought 1,741 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $325K.
Vanguard Mid-Cap Value ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #566 holding.
IHT Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
IHT Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $1.8M in Q4 2021.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.