Independent Advisor Alliance’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,326	Closed	-$797K	–	1619
2026 Q1	$797K	Buy	+4,326	New	+$808K	0.01%	941
2025 Q1	–	Sell	-5,673	Closed	-$918K	–	1354
2024 Q4	$918K	Buy	+5,673	New	+$957K	0.01%	750
2024 Q2	–	Sell	-1,342	Closed	-$209K	–	751
2024 Q1	$209K	Sell	1,342 -240	-15%	-$35.2K	0.01%	652
2023 Q4	$229K	Buy	+1,582	New	+$212K	0.01%	611
2020 Q1	–	Sell	-8,343	Closed	-$994K	–	854
2019 Q4	$994K	Buy	+8,343	New	+$961K	0.04%	361
2017 Q2	–	Sell	-3,726	Closed	-$376K	–	409
2017 Q1	$376K	Buy	+3,726	New	+$375K	0.06%	265

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independent Advisor Alliance's VOE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 4,326 shares — an estimated $797K sold.

Independent Advisor Alliance first reported a position in VOE in Q1 2017 and held it in 6 quarters. The position peaked at $994K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,326 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $797K.
Independent Advisor Alliance first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and held it in 6 quarters.
Independent Advisor Alliance's Vanguard Morningstar Mid-Cap Value ETF position peaked at $994K in Q4 2019.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.