Ironwood Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.91M | Buy |
9,451
+328
| +4% | +$63.5K | 0.3% | 64 |
|
|
2026
Q1 | $1.68M | Buy |
9,123
+312
| +4% | +$58.3K | 0.29% | 65 |
|
|
2025
Q4 | $1.62M | Buy |
8,811
+791
| +10% | +$138K | 0.27% | 69 |
|
|
2025
Q3 | $1.4M | Buy |
8,020
+2,695
| +51% | +$459K | 0.25% | 71 |
|
|
2025
Q2 | $855K | Hold |
5,325
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $855K | Buy |
5,325
+1,259
| +31% | +$206K | 0.18% | 77 |
|
|
2024
Q4 | $658K | Buy |
4,066
+1,304
| +47% | +$220K | 0.14% | 94 |
|
|
2024
Q3 | $463K | Buy |
+2,762
| New | +$439K | 0.1% | 108 |
|
|
2021
Q4 | – | Sell |
-180
| Closed | -$25K | – | 531 |
|
|
2021
Q3 | $25K | Hold |
180
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $25K | Hold |
180
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $24K | Hold |
180
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $21K | Hold |
180
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $18K | Hold |
180
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $17K | Hold |
180
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $15K | Sell |
180
-189
| -51% | -$20.4K | 0.01% | 185 |
|
|
2019
Q4 | $44K | Hold |
369
| – | – | 0.02% | 123 |
|
|
2019
Q3 | $42K | Hold |
369
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $41K | Hold |
369
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $40K | Hold |
369
| – | – | 0.02% | 133 |
|
|
2018
Q4 | $35K | Hold |
369
| – | – | 0.02% | 132 |
|
|
2018
Q3 | $42K | Hold |
369
| – | – | 0.02% | 126 |
|
|
2018
Q2 | $41K | Hold |
369
| – | – | 0.02% | 100 |
|
|
2018
Q1 | $40K | Hold |
369
| – | – | 0.04% | 84 |
|
|
2017
Q4 | $41K | Hold |
369
| – | – | 0.02% | 94 |
|
|
2017
Q3 | $39K | Hold |
369
| – | – | 0.02% | 99 |
|
|
2017
Q2 | $38K | Hold |
369
| – | – | 0.02% | 96 |
|
|
2017
Q1 | $38K | Hold |
369
| – | – | 0.03% | 97 |
|
|
2016
Q4 | $36K | Hold |
369
| – | – | 0.03% | 99 |
|
|
2016
Q3 | $35K | Hold |
369
| – | – | 0.03% | 105 |
|
|
2016
Q2 | $33K | Hold |
369
| – | – | 0.02% | 106 |
|
|
2016
Q1 | $32K | Buy |
+369
| New | +$30.1K | 0.02% | 109 |
|
|
2015
Q3 | $31K | Hold |
369
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $33K | Hold |
369
| – | – | 0.02% | 135 |
|
|
2015
Q1 | $34K | Hold |
369
| – | – | 0.02% | 133 |
|
|
2014
Q4 | $33K | Buy |
+369
| New | +$32.3K | 0.02% | 117 |
|
Other funds holding VOE
EWA
Ironwood Financial's VOE Position: Q2 2026 in Review
Ironwood Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.6% in Q2 2026, buying an estimated $63.5K and bringing the position to 9,451 shares worth $1.91M. The position accounts for 0.3% of the portfolio, ranked #64.
Ironwood Financial first reported a position in VOE in Q4 2014 and has held it in 35 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Ironwood Financial held 9,451 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.91M as of Q2 2026.
- Ironwood Financial bought 328 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $63.5K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.3% of Ironwood Financial's portfolio in Q2 2026, its #64 holding.
- Ironwood Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2014 and has held it in 35 quarters since.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.