Armbruster Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Armbruster Capital 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
2026 Q2	$217K	Hold	1,098	–	–	0.03%	123
2026 Q1	$202K	Buy	+1,098	New	+$205K	0.03%	132
2023 Q1	–	Sell	-1,506	Closed	-$204K	–	105
2022 Q4	$204K	Sell	1,506 -6,330	-81%	-$849K	0.05%	103
2022 Q3	$954K	Hold	7,836	–	–	0.27%	46
2022 Q2	$1.01M	Sell	7,836 -320	-4%	-$45.3K	0.27%	49
2022 Q1	$1.22M	Sell	8,156 -73	-0.9%	-$10.7K	0.29%	50
2021 Q4	$1.24M	Buy	+8,229	New	+$1.21M	0.28%	54

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

Armbruster Capital Management's VOE Position: Q2 2026 in Review

Armbruster Capital Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,098 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #123.

Armbruster Capital Management first reported a position in VOE in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2021. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Armbruster Capital Management held 1,098 shares of Vanguard Morningstar Mid-Cap Value ETF worth $217K as of Q2 2026.
Armbruster Capital Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Armbruster Capital Management's portfolio in Q2 2026, its #123 holding.
Armbruster Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
Armbruster Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.24M in Q4 2021.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.