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

Brooklyn FI’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 		$528K Hold
2,867
– – 0.11% 58
2025
Q4 		$509K Buy
2,867
+788
+38% +$138K 0.11% 59
2025
Q3 		$363K Buy
2,079
+13
+0.6% +$2.21K 0.08% 64
2025
Q2 		$340K Sell
2,066
-21
-1% -$3.33K 0.09% 61
2025
Q1 		$335K Hold
2,087
– – 0.1% 52
2024
Q4 		$338K Buy
2,087
+21
+1% +$3.54K 0.11% 51
2024
Q3 		$346K Hold
2,066
– – 0.12% 47
2024
Q2 		$311K Buy
2,066
+23
+1% +$3.49K 0.12% 48
2024
Q1 		$319K Sell
2,043
-4
-0.2% -$587 0.13% 46
2023
Q4 		$297K Buy
2,047
+67
+3% +$9K 0.14% 42
2023
Q3 		$259K Sell
1,980
-2
-0.1% -$277 0.14% 40
2023
Q2 		$274K Sell
1,982
-919
-32% -$123K 0.15% 40
2023
Q1 		$433K Buy
2,901
+2,035
+235% +$282K 0.4% 28
2022
Q4 		$362K Sell
866
-1,252
-59% -$168K 0.26% 35
2022
Q3 		$258K Buy
2,118
+1,712
+422% +$232K 0.22% 36
2022
Q2 		$318K Sell
406
-2,446
-86% -$346K 0.31% 33
2022
Q1 		$427K Buy
2,852
+114
+4% +$16.8K 0.37% 30
2021
Q4 		$412K Buy
+2,738
New +$402K 0.39% 28

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brooklyn FI's VOE Position: Q1 2026 in Review

Brooklyn FI held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 2,867 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #58.

Brooklyn FI first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Brooklyn FI held 2,867 shares of Vanguard Morningstar Mid-Cap Value ETF worth $528K as of Q1 2026.
  • Brooklyn FI left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Brooklyn FI's portfolio in Q1 2026, its #58 holding.
  • Brooklyn FI first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.