IAIM
VOE icon

International Assets Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

International Assets Investment 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 		$157K Buy
790
+312
+65% +$60.4K 0.01% 943
2026
Q1 		$88.3K Hold
478
– – 0.01% 1054
2025
Q4 		$84.8K Buy
+478
New +$83.7K 0.01% 1053
2024
Q3 		– Sell
-986
Closed -$148K – 2624
2024
Q2 		$148K Buy
+986
New +$150K 0.01% 811
2022
Q2 		– Sell
-37,922
Closed -$6.73M – 557
2022
Q1 		$6.73M Buy
+37,922
New +$5.58M 1.21% 11

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

International Assets Investment Management's VOE Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 65% in Q2 2026, buying an estimated $60.4K and bringing the position to 790 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #943.

International Assets Investment Management first reported a position in VOE in Q1 2022 and has held it in 5 quarters since. The position peaked at $6.73M in Q1 2022. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • International Assets Investment Management held 790 shares of Vanguard Morningstar Mid-Cap Value ETF worth $157K as of Q2 2026.
  • International Assets Investment Management bought 312 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $60.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #943 holding.
  • International Assets Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
  • International Assets Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.73M in Q1 2022.
  • 850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.