Insigneo Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Insigneo Advisory Services’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	$3.56M	Hold	18,000	–	–	0.13%	118
2026 Q1	$3.32M	Hold	18,000	–	–	0.24%	77
2025 Q4	$3.19M	Hold	18,000	–	–	0.23%	73
2025 Q3	$3.14M	Hold	18,000	–	–	0.22%	81
2025 Q2	$2.96M	Sell	18,000 -174	-1%	-$27.6K	0.25%	77
2025 Q1	$2.92M	Hold	18,174	–	–	0.3%	66
2024 Q4	$2.94M	Buy	18,174 +47	+0.3%	+$7.93K	0.3%	57
2024 Q3	$3.04M	Sell	18,127 -56	-0.3%	-$8.9K	0.31%	59
2024 Q2	$2.77M	Buy	18,183 +127	+0.7%	+$19.3K	0.31%	62
2024 Q1	$2.82M	Buy	18,056 +56	+0.3%	+$8.22K	0.33%	55
2023 Q4	$2.61M	Hold	18,000	–	–	0.37%	58
2023 Q3	$2.36M	Hold	18,000	–	–	0.48%	43
2023 Q2	$2.49M	Hold	18,000	–	–	0.48%	38
2023 Q1	$2.41M	Hold	18,000	–	–	0.77%	22
2022 Q4	$2.43M	Buy	+18,000	New	+$2.41M	0.92%	16

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

Insigneo Advisory Services's VOE Position: Q2 2026 in Review

Insigneo Advisory Services held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 18,000 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #118.

Insigneo Advisory Services first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Insigneo Advisory Services held 18,000 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.56M as of Q2 2026.
Insigneo Advisory Services left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Insigneo Advisory Services's portfolio in Q2 2026, its #118 holding.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.