Investors Research Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Investors Research Corp’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	–	Sell	-136	Closed	-$25.1K	–	886
2026 Q1	$25.1K	Buy	136 +104	+325%	+$19.4K	﹤0.01%	455
2025 Q4	$5.68K	Hold	32	–	–	﹤0.01%	674
2025 Q3	$5.59K	Buy	+32	New	+$5.45K	﹤0.01%	705
2024 Q3	–	Sell	-10	Closed	-$1.5K	–	1058
2024 Q2	$1.5K	Buy	+10	New	+$1.52K	﹤0.01%	952
2019 Q3	–	Sell	-6	Closed	-$1K	–	1130
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	1050
2019 Q1	$1K	Buy	+6	New	+$630	﹤0.01%	1020

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

Investors Research Corp's VOE Position: Q2 2026 in Review

Investors Research Corp sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 136 shares — an estimated $25.1K sold.

Investors Research Corp first reported a position in VOE in Q1 2019 and held it in 6 quarters. The position peaked at $25.1K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Investors Research Corp reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 136 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $25.1K.
Investors Research Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and held it in 6 quarters.
Investors Research Corp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $25.1K in Q1 2026.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.