Bravias Capital Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bravias Capital Group’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 Q1	–	Sell	-2,077	Closed	-$368K	–	110
2025 Q4	$368K	Buy	+2,077	New	+$364K	0.22%	73

Other funds holding VOE

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bravias Capital Group's VOE Position: Q1 2026 in Review

Bravias Capital Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 2,077 shares — an estimated $368K sold.

Bravias Capital Group first reported a position in VOE in Q4 2025 and held it in 1 quarter. The position peaked at $368K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Bravias Capital Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Bravias Capital Group sold 2,077 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $368K.
Bravias Capital Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
Bravias Capital Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $368K in Q4 2025.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Bravias Capital Group's 13F filing for Q1 2026, filed 28 Apr 2026.