Iron Horse Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Iron Horse Wealth 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
2025 Q2	$10.8M	Buy	65,935 +1,889	+3%	+$299K	3.2%	14
2025 Q1	$10.3M	Buy	64,046 +3,390	+6%	+$554K	3.3%	14
2024 Q4	$9.81M	Buy	60,656 +1,512	+3%	+$255K	3.29%	14
2024 Q3	$9.92M	Buy	59,144 +2,375	+4%	+$378K	3.39%	13
2024 Q2	$8.54M	Buy	56,769 +1,562	+3%	+$237K	3.26%	14
2024 Q1	$8.61M	Buy	55,207 +2,643	+5%	+$388K	3.4%	14
2023 Q4	$7.62M	Buy	52,564 +1,923	+4%	+$258K	3.33%	14
2023 Q3	$6.63M	Buy	50,641 +2,051	+4%	+$284K	3.26%	14
2023 Q2	$6.72M	Buy	48,590 +10,618	+28%	+$1.42M	3.3%	15
2023 Q1	$5.09M	Buy	37,972 +1,795	+5%	+$249K	2.54%	17
2022 Q4	$4.89M	Buy	36,177 +20,905	+137%	+$2.8M	2.64%	17
2022 Q3	$1.86M	Sell	15,272 -19,065	-56%	-$2.58M	2.68%	17
2022 Q2	$4.45M	Buy	34,337 +2,378	+7%	+$336K	2.53%	18
2022 Q1	$4.78M	Buy	31,959 +1,906	+6%	+$280K	2.62%	18
2021 Q4	$4.52M	Buy	30,053 +1,515	+5%	+$222K	2.54%	17
2021 Q3	$3.98M	Buy	28,538 +2,228	+8%	+$316K	2.47%	17
2021 Q2	$3.7M	Buy	26,310 +793	+3%	+$112K	2.44%	17
2021 Q1	$3.44M	Buy	25,517 +1,325	+5%	+$170K	2.58%	14
2020 Q4	$2.88M	Buy	+24,192	New	+$2.71M	2.3%	15

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iron Horse Wealth Management's VOE Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 2.9% in Q2 2025, buying an estimated $299K and bringing the position to 65,935 shares worth $10.8M. The position accounts for 3.2% of the portfolio, ranked #14.

Iron Horse Wealth Management first reported a position in VOE in Q4 2020 and has held it in 19 quarters since. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Iron Horse Wealth Management held 65,935 shares of Vanguard Mid-Cap Value ETF worth $10.8M as of Q2 2025.
Iron Horse Wealth Management bought 1,889 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $299K.
Vanguard Mid-Cap Value ETF made up 3.2% of Iron Horse Wealth Management's portfolio in Q2 2025, its #14 holding.
Iron Horse Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.