Integrity Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Integrity Wealth Partners’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	$215K	Buy	+1,168	New	+$218K	0.19%	89

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrity Wealth Partners's VOE Position: Q1 2026 in Review

Integrity Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026: 1,168 shares worth $215K. The stake represents 0.19% of the portfolio and ranks #89 among its holdings.

1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Integrity Wealth Partners held 1,168 shares of Vanguard Morningstar Mid-Cap Value ETF worth $215K as of Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Integrity Wealth Partners position in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.19% of Integrity Wealth Partners's portfolio in Q1 2026, its #89 holding.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Integrity Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.