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Independent Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Independent Financial Group’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 		$2.85M Buy
14,448
+3,751
+35% +$726K 0.05% 355
2026
Q1 		$1.97M Buy
10,697
+1,304
+14% +$244K 0.04% 410
2025
Q4 		$1.67M Buy
9,393
+1,024
+12% +$179K 0.04% 444
2025
Q3 		$1.46M Sell
8,369
-1,375
-14% -$234K 0.04% 488
2025
Q2 		$1.6M Buy
9,744
+807
+9% +$128K 0.04% 401
2025
Q1 		$1.43M Buy
8,937
+2,802
+46% +$458K 0.05% 377
2024
Q4 		$992K Buy
6,135
+268
+5% +$45.2K 0.03% 477
2024
Q3 		$984K Sell
5,867
-1,270
-18% -$202K 0.04% 448
2024
Q2 		$1.07M Sell
7,137
-341
-5% -$51.7K 0.04% 386
2024
Q1 		$1.17M Buy
7,478
+975
+15% +$143K 0.05% 337
2023
Q4 		$943K Sell
6,503
-1,316
-17% -$177K 0.05% 371
2023
Q3 		$1.02M Buy
7,819
+1,690
+28% +$234K 0.07% 307
2023
Q2 		$848K Buy
6,129
+150
+3% +$20K 0.06% 350
2023
Q1 		$802K Sell
5,979
-1,711
-22% -$237K 0.06% 337
2022
Q4 		$1.04M Buy
7,690
+526
+7% +$70.6K 0.09% 229
2022
Q3 		$872K Buy
7,164
+406
+6% +$55K 0.08% 248
2022
Q2 		$875K Buy
6,758
+1,603
+31% +$227K 0.09% 249
2022
Q1 		$772K Buy
5,155
+65
+1% +$9.56K 0.06% 320
2021
Q4 		$765K Buy
5,090
+342
+7% +$50.2K 0.06% 320
2021
Q3 		$663K Buy
4,748
+80
+2% +$11.4K 0.07% 304
2021
Q2 		$656K Buy
4,668
+278
+6% +$39.3K 0.07% 301
2021
Q1 		$592K Buy
4,390
+185
+4% +$23.7K 0.08% 292
2020
Q4 		$500K Buy
4,205
+23
+0.5% +$2.58K 0.07% 309
2020
Q3 		$424K Sell
4,182
-82
-2% -$8.31K 0.08% 277
2020
Q2 		$408K Buy
4,264
+440
+12% +$40.3K 0.09% 257
2020
Q1 		$311K Buy
+3,824
New +$412K 0.09% 248

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independent Financial Group's VOE Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 35% in Q2 2026, buying an estimated $726K and bringing the position to 14,448 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #355.

Independent Financial Group first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Independent Financial Group held 14,448 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.85M as of Q2 2026.
  • Independent Financial Group bought 3,751 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $726K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #355 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.