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

Inspirion Wealth 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	$52M	Sell	262,126 -3,448	-1%	-$667K	5.95%	4
2026 Q1	$48.9M	Sell	265,574 -5,009	-2%	-$936K	6.09%	5
2025 Q4	$48M	Sell	270,583 -3,858	-1%	-$675K	5.88%	5
2025 Q3	$46M	Sell	274,441 -12,689	-4%	-$2.16M	6.44%	4
2025 Q2	$47.2M	Sell	287,130 -2,503	-0.9%	-$396K	6.25%	4
2025 Q1	$46.5M	Buy	289,633 +5,494	+2%	+$898K	6.46%	4
2024 Q4	$46M	Buy	284,139 +9,698	+4%	+$1.64M	6.42%	4
2024 Q3	$46M	Buy	274,441 +6,240	+2%	+$992K	6.43%	4
2024 Q2	$40.3M	Buy	268,201 +6,997	+3%	+$1.06M	6.17%	4
2024 Q1	$40.7M	Buy	261,204 +6,119	+2%	+$898K	6.73%	5
2023 Q4	$37.1M	Buy	255,085 +7,882	+3%	+$1.06M	6.68%	5
2023 Q3	$32.4M	Buy	247,203 +5,898	+2%	+$817K	6.31%	4
2023 Q2	$33.4M	Buy	241,305 +8,329	+4%	+$1.11M	6.4%	4
2023 Q1	$31.2M	Buy	232,976 +2,412	+1%	+$335K	6.26%	4
2022 Q4	$31.2M	Sell	230,564 -13,160	-5%	-$1.77M	6.61%	3
2022 Q3	$29.7M	Buy	243,724 +52	+0%	+$7.04K	6.69%	3
2022 Q2	$31.6M	Sell	243,672 -1,576	-0.6%	-$223K	6.93%	3
2022 Q1	$36.7M	Buy	245,248 +3,265	+1%	+$480K	7.51%	3
2021 Q4	$36.4M	Buy	241,983 +3,023	+1%	+$444K	7.67%	1
2021 Q3	$33.4M	Buy	238,960 +701	+0.3%	+$99.6K	7.67%	1
2021 Q2	$33.5M	Buy	238,259 +3,859	+2%	+$545K	8.25%	1
2021 Q1	$31.6M	Buy	234,400 +698	+0.3%	+$89.4K	8.38%	1
2020 Q4	$27.8M	Buy	233,702 +7,848	+3%	+$879K	7.83%	3
2020 Q3	$22.9M	Buy	225,854 +222,253	+6,172%	+$22.5M	7.87%	4
2020 Q2	$345K	Buy	+3,601	New	+$330K	0.14%	54

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

Inspirion Wealth Advisors's VOE Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.3% in Q2 2026, selling an estimated $667K and leaving 262,126 shares worth $52M. The position accounts for 5.95% of the portfolio, ranked #4.

Inspirion Wealth Advisors first reported a position in VOE in Q2 2020 and has held it in 25 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Inspirion Wealth Advisors held 262,126 shares of Vanguard Morningstar Mid-Cap Value ETF worth $52M as of Q2 2026.
Inspirion Wealth Advisors sold 3,448 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $667K.
Vanguard Morningstar Mid-Cap Value ETF made up 5.95% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Inspirion Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.