BBFA
VOE icon

Brindle & Bay Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Brindle & Bay Financial 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 		$4.24M Sell
21,439
-506
-2% -$97.9K 2.12% 15
2026
Q1 		$4.04M Buy
21,945
+10,121
+86% +$1.89M 2.48% 16
2025
Q4 		$2.1M Buy
+11,824
New +$2.07M 1.4% 20

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brindle & Bay Financial Advisors's VOE Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, selling an estimated $97.9K and leaving 21,439 shares worth $4.24M. The position accounts for 2.12% of the portfolio, ranked #15.

Brindle & Bay Financial Advisors first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Brindle & Bay Financial Advisors held 21,439 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.24M as of Q2 2026.
  • Brindle & Bay Financial Advisors sold 506 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $97.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.12% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.