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Investment Research & Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Investment Research & Advisory Group’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 		$31K Hold
157
– – 0.01% 169
2026
Q1 		$28.9K Hold
157
– – 0.01% 156
2025
Q4 		$27.8K Buy
+157
New +$27.5K 0.01% 154
2022
Q2 		– Sell
-221
Closed -$33K – 193
2022
Q1 		$33K Buy
+221
New +$32.5K 0.02% 114

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Investment Research & Advisory Group's VOE Position: Q2 2026 in Review

Investment Research & Advisory Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 157 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #169.

Investment Research & Advisory Group first reported a position in VOE in Q1 2022 and has held it in 4 quarters since. The position peaked at $33K in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Investment Research & Advisory Group held 157 shares of Vanguard Morningstar Mid-Cap Value ETF worth $31K as of Q2 2026.
  • Investment Research & Advisory Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #169 holding.
  • Investment Research & Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
  • Investment Research & Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $33K in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.