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Institute for Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Institute for 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 		$4.71M Hold
23,837
– – 0.42% 45
2026
Q1 		$4.39M Sell
23,837
-30
-0.1% -$5.61K 0.47% 40
2025
Q4 		$4.23M Sell
23,867
-184
-0.8% -$32.2K 0.45% 46
2025
Q3 		$4.2M Sell
24,051
-125
-0.5% -$21.3K 0.44% 43
2025
Q2 		$3.98M Buy
24,176
+7,408
+44% +$1.17M 0.44% 43
2025
Q1 		$2.69M Buy
16,768
+8,255
+97% +$1.35M 0.35% 59
2024
Q4 		$1.38M Sell
8,513
-168
-2% -$28.3K 0.17% 124
2024
Q3 		$1.46M Buy
8,681
+1,591
+22% +$253K 0.18% 124
2024
Q2 		$1.07M Buy
7,090
+1
+0% +$152 0.14% 156
2024
Q1 		$1.11M Sell
7,089
-224
-3% -$32.9K 0.14% 152
2023
Q4 		$1.06M Buy
7,313
+4,385
+150% +$589K 0.17% 144
2023
Q3 		$383K Buy
2,928
+878
+43% +$122K 0.07% 301
2023
Q2 		$284K Buy
2,050
+230
+13% +$30.7K 0.05% 374
2023
Q1 		$244K Hold
1,820
– – 0.05% 392
2022
Q4 		$246K Sell
1,820
-162
-8% -$21.7K 0.05% 386
2022
Q3 		$241K Buy
1,982
+3
+0.2% +$406 0.05% 383
2022
Q2 		$256K Buy
1,979
+59
+3% +$8.35K 0.05% 437
2022
Q1 		$287K Hold
1,920
– – 0.05% 437
2021
Q4 		$289K Hold
1,920
– – 0.05% 386
2021
Q3 		$268K Sell
1,920
-200
-9% -$28.4K 0.05% 403
2021
Q2 		$298K Hold
2,120
– – 0.05% 377
2021
Q1 		$286K Hold
2,120
– – 0.05% 370
2020
Q4 		$252K Buy
+2,120
New +$237K 0.05% 384
2020
Q1 		– Sell
-1,700
Closed -$203K – 671
2019
Q4 		$203K Buy
+1,700
New +$196K 0.05% 420
2019
Q3 		– Sell
-1,975
Closed -$220K – 475
2019
Q2 		$220K Buy
1,975
+25
+1% +$2.74K 0.05% 413
2019
Q1 		$210K Buy
+1,950
New +$205K 0.05% 408

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Institute for Wealth Management's VOE Position: Q2 2026 in Review

Institute for Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 23,837 shares worth $4.71M. The position accounts for 0.42% of the portfolio, ranked #45.

Institute for Wealth Management first reported a position in VOE in Q1 2019 and has held it in 26 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Institute for Wealth Management held 23,837 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.71M as of Q2 2026.
  • Institute for Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.42% of Institute for Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Institute for Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 26 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.