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Independent Solutions Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Independent Solutions 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
Q2 		$214K Buy
+1,084
New +$210K 0.03% 188

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Jones Financial Companies
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Bank of America
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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PNC Financial Services Group
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Independent Solutions Wealth Management's VOE Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,084 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings.

1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Independent Solutions Wealth Management held 1,084 shares of Vanguard Morningstar Mid-Cap Value ETF worth $214K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Independent Solutions Wealth Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #188 holding.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.