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

Brooklyn Investment 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	$1.49M	Buy	8,062 +2,106	+35%	+$393K	0.05%	381
2025 Q4	$1.07M	Buy	+5,956	New	+$1.04M	0.05%	325
2025 Q3	–	Sell	-267	Closed	-$43.9K	–	2634
2025 Q2	$43.9K	Sell	267 -18	-6%	-$2.85K	0.01%	1404
2025 Q1	$45.8K	Buy	+285	New	+$46.6K	0.01%	821

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brooklyn Investment Group's VOE Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 35% in Q1 2026, buying an estimated $393K and bringing the position to 8,062 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #381.

Brooklyn Investment Group first reported a position in VOE in Q1 2025 and has held it in 4 quarters since. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Brooklyn Investment Group held 8,062 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.49M as of Q1 2026.
Brooklyn Investment Group bought 2,106 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $393K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Brooklyn Investment Group's portfolio in Q1 2026, its #381 holding.
Brooklyn Investment Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.