IAN
VOE icon

Integrated Advisors Network’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Integrated Advisors Network’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 		– Sell
-4,048
Closed -$718K – 788
2025
Q4 		$718K Sell
4,048
-42
-1% -$7.35K 0.03% 409
2025
Q3 		$714K Sell
4,090
-665
-14% -$113K 0.03% 438
2025
Q2 		$782K Buy
4,755
+580
+14% +$91.8K 0.04% 405
2025
Q1 		$670K Sell
4,175
-3,971
-49% -$649K 0.03% 394
2024
Q4 		$1.32M Sell
8,146
-367
-4% -$61.9K 0.06% 265
2024
Q3 		$1.43M Sell
8,513
-319
-4% -$50.7K 0.07% 257
2024
Q2 		$1.33M Sell
8,832
-164
-2% -$24.9K 0.07% 261
2024
Q1 		$1.4M Buy
8,996
+148
+2% +$21.7K 0.07% 252
2023
Q4 		$1.28M Sell
8,848
-135
-2% -$18.1K 0.07% 252
2023
Q3 		$1.18M Sell
8,983
-129
-1% -$17.9K 0.07% 249
2023
Q2 		$1.26M Sell
9,112
-122
-1% -$16.3K 0.07% 247
2023
Q1 		$1.24M Sell
9,234
-239
-3% -$33.2K 0.07% 250
2022
Q4 		$1.28M Sell
9,473
-259
-3% -$34.7K 0.08% 247
2022
Q3 		$1.19M Sell
9,732
-171
-2% -$23.1K 0.08% 247
2022
Q2 		$1.28M Buy
9,903
+3,424
+53% +$484K 0.08% 242
2022
Q1 		$970K Sell
6,479
-350
-5% -$51.5K 0.06% 312
2021
Q4 		$1.03M Sell
6,829
-846
-11% -$124K 0.06% 280
2021
Q3 		$1.07M Sell
7,675
-6
-0.1% -$852 0.07% 240
2021
Q2 		$1.08M Buy
7,681
+4,989
+185% +$705K 0.08% 213
2021
Q1 		$363K Hold
2,692
– – 0.03% 387
2020
Q4 		$320K Buy
2,692
+223
+9% +$25K 0.04% 377
2020
Q3 		$250K Sell
2,469
-5,154
-68% -$522K 0.03% 371
2020
Q2 		$730K Sell
7,623
-98
-1% -$8.99K 0.09% 216
2020
Q1 		$628K Hold
7,721
– – 0.12% 164
2019
Q4 		$920K Buy
+7,721
New +$890K 0.12% 183

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 $49B AUM 17.78% 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

Integrated Advisors Network's VOE Position: Q1 2026 in Review

Integrated Advisors Network sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 4,048 shares — an estimated $718K sold.

Integrated Advisors Network first reported a position in VOE in Q4 2019 and held it in 25 quarters. The position peaked at $1.43M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Integrated Advisors Network reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 4,048 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $718K.
  • Integrated Advisors Network first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and held it in 25 quarters.
  • Integrated Advisors Network's Vanguard Mid-Cap Value ETF position peaked at $1.43M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.