Intelligence Driven Advisers’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Intelligence Driven Advisers’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	$387K	Buy	1,958 +9	+0.5%	+$1.74K	0.06%	93
2026 Q1	$359K	Buy	1,949 +10	+0.5%	+$1.87K	0.06%	84
2025 Q4	$344K	Sell	1,939 -163	-8%	-$28.5K	0.05%	93
2025 Q3	$367K	Buy	2,102 +10	+0.5%	+$1.7K	0.05%	84
2025 Q2	$344K	Hold	2,092	–	–	0.05%	78
2025 Q1	$336K	Sell	2,092 -44	-2%	-$7.19K	0.06%	69
2024 Q4	$346K	Buy	2,136 +180	+9%	+$30.4K	0.07%	66
2024 Q3	$328K	Buy	1,956 +20	+1%	+$3.18K	0.05%	80
2024 Q2	$291K	Buy	+1,936	New	+$294K	0.04%	84
2020 Q1	–	Sell	-2,170	Closed	-$259K	–	95
2019 Q4	$259K	Sell	2,170 -271	-11%	-$31.2K	0.12%	75
2019 Q3	$276K	Sell	2,441 -965	-28%	-$107K	0.13%	76
2019 Q2	$379K	Sell	3,406 -1,293	-28%	-$142K	0.18%	71
2019 Q1	$507K	Sell	4,699 -46	-1%	-$4.83K	0.28%	50
2018 Q4	$452K	Buy	+4,745	New	+$498K	0.29%	57

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

Intelligence Driven Advisers's VOE Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.46% in Q2 2026, buying an estimated $1.74K and bringing the position to 1,958 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #93.

Intelligence Driven Advisers first reported a position in VOE in Q4 2018 and has held it in 14 quarters since. The position peaked at $507K in Q1 2019. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Intelligence Driven Advisers held 1,958 shares of Vanguard Morningstar Mid-Cap Value ETF worth $387K as of Q2 2026.
Intelligence Driven Advisers bought 9 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.74K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Intelligence Driven Advisers's portfolio in Q2 2026, its #93 holding.
Intelligence Driven Advisers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 14 quarters since.
Intelligence Driven Advisers's Vanguard Morningstar Mid-Cap Value ETF position peaked at $507K in Q1 2019.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.