IWA
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IVC Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

IVC Wealth Advisors’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 		$6.77M Buy
34,251
+164
+0.5% +$31.7K 2.64% 10
2026
Q1 		$6.28M Buy
34,087
+3,767
+12% +$704K 2.73% 9
2025
Q4 		$5.38M Buy
30,320
+958
+3% +$168K 2.34% 10
2025
Q3 		$5.13M Buy
29,362
+518
+2% +$88.1K 2.29% 10
2025
Q2 		$4.74M Buy
28,844
+4,000
+16% +$633K 2.31% 9
2025
Q1 		$3.99M Buy
24,844
+4,917
+25% +$804K 2.15% 10
2024
Q4 		$3.22M Buy
19,927
+331
+2% +$55.8K 1.8% 10
2024
Q3 		$3.29M Sell
19,596
-95
-0.5% -$15.1K 1.8% 9
2024
Q2 		$2.96M Buy
19,691
+558
+3% +$84.7K 1.66% 11
2024
Q1 		$2.98M Buy
19,133
+1,405
+8% +$206K 1.72% 8
2023
Q4 		$2.57M Buy
17,728
+305
+2% +$41K 1.6% 9
2023
Q3 		$2.28M Buy
17,423
+570
+3% +$78.9K 1.53% 8
2023
Q2 		$2.33M Buy
16,853
+2,006
+14% +$267K 1.48% 9
2023
Q1 		$1.99M Buy
14,847
+1,129
+8% +$157K 1.41% 11
2022
Q4 		$1.86M Buy
13,718
+122
+0.9% +$16.4K 1.37% 14
2022
Q3 		$1.66M Buy
13,596
+1,177
+9% +$159K 1.33% 14
2022
Q2 		$1.61M Buy
12,419
+188
+2% +$26.6K 1.24% 14
2022
Q1 		$1.83M Buy
12,231
+1,223
+11% +$180K 1.2% 13
2021
Q4 		$1.66M Buy
11,008
+1,794
+19% +$263K 1.07% 18
2021
Q3 		$1.29M Buy
9,214
+365
+4% +$51.8K 0.89% 27
2021
Q2 		$1.24M Buy
8,849
+2,078
+31% +$294K 0.87% 26
2021
Q1 		$913K Buy
6,771
+3,175
+88% +$407K 0.72% 36
2020
Q4 		$428K Buy
+3,596
New +$403K 0.41% 68

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IVC Wealth Advisors's VOE Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.48% in Q2 2026, buying an estimated $31.7K and bringing the position to 34,251 shares worth $6.77M. The position accounts for 2.64% of the portfolio, ranked #10.

IVC Wealth Advisors first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • IVC Wealth Advisors held 34,251 shares of Vanguard Mid-Cap Value ETF worth $6.77M as of Q2 2026.
  • IVC Wealth Advisors bought 164 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $31.7K.
  • Vanguard Mid-Cap Value ETF made up 2.64% of IVC Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.