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

Inspire 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 Q2	$609K	Sell	3,083 -356	-10%	-$68.9K	0.04%	342
2026 Q1	$634K	Buy	3,439 +445	+15%	+$83.1K	0.05%	308
2025 Q4	$531K	Sell	2,994 -79	-3%	-$13.8K	0.05%	318
2025 Q3	$536K	Sell	3,073 -49	-2%	-$8.34K	0.05%	289
2025 Q2	$513K	Buy	3,122 +50	+2%	+$7.92K	0.05%	291
2025 Q1	$493K	Sell	3,072 -17	-0.6%	-$2.78K	0.06%	266
2024 Q4	$500K	Sell	3,089 -1,258	-29%	-$212K	0.06%	243
2024 Q3	$729K	Sell	4,347 -132	-3%	-$21K	0.09%	149
2024 Q2	$674K	Sell	4,479 -298	-6%	-$45.2K	0.09%	145
2024 Q1	$745K	Sell	4,777 -560	-10%	-$82.2K	0.1%	134
2023 Q4	$774K	Sell	5,337 -25,275	-83%	-$3.39M	0.12%	116
2023 Q3	$4.01M	Buy	30,612 +13,959	+84%	+$1.93M	0.71%	18
2023 Q2	$2.3M	Buy	+16,653	New	+$2.22M	0.44%	17
2021 Q1	–	Sell	-102	Closed	-$12K	–	701
2020 Q4	$12K	Buy	+102	New	+$11.4K	﹤0.01%	494

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

Inspire Advisors's VOE Position: Q2 2026 in Review

Inspire Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 10% in Q2 2026, selling an estimated $68.9K and leaving 3,083 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #342.

Inspire Advisors first reported a position in VOE in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.01M in Q3 2023. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Inspire Advisors held 3,083 shares of Vanguard Morningstar Mid-Cap Value ETF worth $609K as of Q2 2026.
Inspire Advisors sold 356 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $68.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Inspire Advisors's portfolio in Q2 2026, its #342 holding.
Inspire Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 14 quarters since.
Inspire Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.01M in Q3 2023.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.