Bridges Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bridges Investment 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	$463K	Buy	2,342 +175	+8%	+$33.9K	0.01%	315
2026 Q1	$399K	Buy	2,167 +192	+10%	+$35.9K	0.01%	307
2025 Q4	$350K	Hold	1,975	–	–	﹤0.01%	331
2025 Q3	$345K	Hold	1,975	–	–	﹤0.01%	333
2025 Q2	$325K	Sell	1,975 -288	-13%	-$45.6K	﹤0.01%	334
2025 Q1	$363K	Buy	2,263 +83	+4%	+$13.6K	0.01%	311
2024 Q4	$353K	Hold	2,180	–	–	﹤0.01%	323
2024 Q3	$366K	Sell	2,180 -4	-0.2%	-$636	0.01%	320
2024 Q2	$329K	Buy	+2,184	New	+$331K	0.01%	325
2020 Q1	–	Sell	-2,851	Closed	-$340K	–	268
2019 Q4	$340K	Buy	2,851 +886	+45%	+$102K	0.01%	228
2019 Q3	$222K	Hold	1,965	–	–	0.01%	407
2019 Q2	$219K	Buy	+1,965	New	+$215K	0.01%	401

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

Bridges Investment Management's VOE Position: Q2 2026 in Review

Bridges Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 8.1% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,342 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #315.

Bridges Investment Management first reported a position in VOE in Q2 2019 and has held it in 12 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Bridges Investment Management held 2,342 shares of Vanguard Morningstar Mid-Cap Value ETF worth $463K as of Q2 2026.
Bridges Investment Management bought 175 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $33.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #315 holding.
Bridges Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 12 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.