Brown Financial Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Sell
1,277
-250
-16% -$48.4K 0.11% 44
2026
Q1
$281K Hold
1,527
0.14% 46
2025
Q4
$271K Buy
1,527
+64
+4% +$11.2K 0.14% 46
2025
Q3
$255K Hold
1,463
0.13% 49
2025
Q2
$241K Buy
+1,463
New +$232K 0.13% 52

Other funds holding VOE

Brown Financial Advisory's VOE Position: Q2 2026 in Review

Brown Financial Advisory reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 16% in Q2 2026, selling an estimated $48.4K and leaving 1,277 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #44.

Brown Financial Advisory first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Brown Financial Advisory held 1,277 shares of Vanguard Morningstar Mid-Cap Value ETF worth $252K as of Q2 2026.
  • Brown Financial Advisory sold 250 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $48.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Brown Financial Advisory's portfolio in Q2 2026, its #44 holding.
  • Brown Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Brown Financial Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $281K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.