Intergy Private Wealth
VOE icon

Intergy Private Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Intergy Private Wealth’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
Q3 		$1.99M Buy
10,157
+448
+5% +$91.6K 0.45% 35
2026
Q2 		$1.92M Buy
9,709
+1,566
+19% +$303K 0.44% 33
2026
Q1 		$1.5M Buy
8,143
+129
+2% +$24.1K 0.44% 32
2025
Q4 		$1.42M Buy
8,014
+235
+3% +$41.1K 0.43% 35
2025
Q3 		$1.36M Buy
7,779
+628
+9% +$107K 0.42% 34
2025
Q2 		$1.18M Buy
7,151
+155
+2% +$24.5K 0.4% 37
2025
Q1 		$1.12M Sell
6,996
-81
-1% -$13.2K 0.43% 35
2024
Q4 		$1.14M Buy
7,077
+137
+2% +$23.1K 0.43% 36
2024
Q3 		$1.16M Buy
6,940
+319
+5% +$50.7K 0.44% 35
2024
Q2 		$996K Buy
6,621
+351
+6% +$53.3K 0.41% 39
2024
Q1 		$978K Buy
6,270
+148
+2% +$21.7K 0.4% 39
2023
Q4 		$888K Buy
6,122
+167
+3% +$22.4K 0.38% 39
2023
Q3 		$780K Buy
5,955
+9
+0.2% +$1.25K 0.39% 38
2023
Q2 		$823K Buy
5,946
+290
+5% +$38.7K 0.4% 39
2023
Q1 		$758K Buy
5,656
+406
+8% +$56.3K 0.42% 37
2022
Q4 		$710K Buy
5,250
+702
+15% +$94.2K 0.44% 38
2022
Q3 		$554K Buy
4,548
+691
+18% +$93.5K 0.39% 43
2022
Q2 		$500K Buy
3,857
+495
+15% +$70K 0.39% 38
2022
Q1 		$503K Buy
3,362
+1,103
+49% +$162K 0.35% 35
2021
Q4 		$340K Buy
+2,259
New +$332K 0.27% 42

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Intergy Private Wealth's VOE Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.6% in Q3 2026, buying an estimated $91.6K and bringing the position to 10,157 shares worth $1.99M. The position accounts for 0.45% of the portfolio, ranked #35.

Intergy Private Wealth first reported a position in VOE in Q4 2021 and has held it in 20 quarters since. 348 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Intergy Private Wealth held 10,157 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.99M as of Q3 2026.
  • Intergy Private Wealth bought 448 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $91.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.45% of Intergy Private Wealth's portfolio in Q3 2026, its #35 holding.
  • Intergy Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.