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Brown, Lisle/Cummings’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Brown, Lisle/Cummings’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 		$216K Sell
1,170
-45
-4% -$8.41K 0.05% 205
2025
Q4 		$216K Hold
1,215
– – 0.05% 204
2025
Q3 		$212K Buy
1,215
+15
+1% +$2.55K 0.05% 206
2025
Q2 		$197K Buy
1,200
+15
+1% +$2.38K 0.05% 213
2025
Q1 		$190K Buy
1,185
+1,155
+3,850% +$189K 0.06% 205
2024
Q4 		$4.85K Buy
30
+10
+50% +$1.69K ﹤0.01% 540
2024
Q3 		$3.35K Buy
+20
New +$3.18K ﹤0.01% 545

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 $49B AUM 17.78% 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

Brown, Lisle/Cummings's VOE Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3.7% in Q1 2026, selling an estimated $8.41K and leaving 1,170 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #205.

Brown, Lisle/Cummings first reported a position in VOE in Q3 2024 and has held it in 7 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Brown, Lisle/Cummings held 1,170 shares of Vanguard Mid-Cap Value ETF worth $216K as of Q1 2026.
  • Brown, Lisle/Cummings sold 45 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $8.41K.
  • Vanguard Mid-Cap Value ETF made up 0.05% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #205 holding.
  • Brown, Lisle/Cummings first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.