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Index Fund Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Index Fund Advisors’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 		$2.11M Buy
11,434
+67
+0.6% +$12.5K 0.09% 47
2025
Q4 		$2.02M Sell
11,367
-198
-2% -$34.7K 0.09% 43
2025
Q3 		$2.02M Buy
11,565
+45
+0.4% +$7.66K 0.1% 42
2025
Q2 		$1.89M Hold
11,520
– – 0.11% 35
2025
Q1 		$1.85M Sell
11,520
-1,725
-13% -$282K 0.11% 25
2024
Q4 		$2.14M Sell
13,245
-56
-0.4% -$9.45K 0.12% 27
2024
Q3 		$2.23M Buy
13,301
+767
+6% +$122K 0.12% 27
2024
Q2 		$1.89M Sell
12,534
-232
-2% -$35.2K 0.11% 28
2024
Q1 		$1.99M Sell
12,766
-61
-0.5% -$8.96K 0.11% 25
2023
Q4 		$1.86M Buy
12,827
+31
+0.2% +$4.16K 0.11% 25
2023
Q3 		$1.68M Sell
12,796
-268
-2% -$37.1K 0.11% 26
2023
Q2 		$1.81M Buy
13,064
+78
+0.6% +$10.4K 0.12% 23
2023
Q1 		$1.74M Sell
12,986
-769
-6% -$107K 0.12% 20
2022
Q4 		$1.86M Buy
13,755
+7,704
+127% +$1.03M 0.13% 19
2022
Q3 		$737K Sell
6,051
-7,200
-54% -$975K 0.06% 32
2022
Q2 		$1.72M Sell
13,251
-163
-1% -$23.1K 0.13% 22
2022
Q1 		$2.01M Sell
13,414
-347
-3% -$51K 0.15% 18
2021
Q4 		$2.07M Buy
+13,761
New +$2.02M 0.15% 18

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Index Fund Advisors's VOE Position: Q1 2026 in Review

Index Fund Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.59% in Q1 2026, buying an estimated $12.5K and bringing the position to 11,434 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #47.

Index Fund Advisors first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.23M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Index Fund Advisors held 11,434 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.11M as of Q1 2026.
  • Index Fund Advisors bought 67 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $12.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Index Fund Advisors's portfolio in Q1 2026, its #47 holding.
  • Index Fund Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.23M in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.