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Birchbrook’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Birchbrook’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 		$124K Sell
625
-47
-7% -$9.09K 0.06% 101
2026
Q1 		$124K Sell
672
-214
-24% -$40K 0.06% 97
2025
Q4 		$157K Buy
886
+261
+42% +$45.7K 0.08% 88
2025
Q3 		$109K Hold
625
– – 0.06% 101
2025
Q2 		$103K Hold
625
– – 0.06% 100
2025
Q1 		$100K Hold
625
– – 0.06% 96
2024
Q4 		$101K Hold
625
– – 0.06% 92
2024
Q3 		$105K Hold
625
– – 0.06% 90
2024
Q2 		$94K Hold
625
– – 0.06% 94
2024
Q1 		$97.4K Sell
625
-45
-7% -$6.61K 0.06% 95
2023
Q4 		$97.2K Buy
+670
New +$90K 0.06% 95

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Birchbrook's VOE Position: Q2 2026 in Review

Birchbrook reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7% in Q2 2026, selling an estimated $9.09K and leaving 625 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #101.

Birchbrook first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $157K in Q4 2025. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Birchbrook held 625 shares of Vanguard Morningstar Mid-Cap Value ETF worth $124K as of Q2 2026.
  • Birchbrook sold 47 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.09K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Birchbrook's portfolio in Q2 2026, its #101 holding.
  • Birchbrook first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Vanguard Morningstar Mid-Cap Value ETF position peaked at $157K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.