Bank of Ann Arbor’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bank of Ann Arbor’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 Q3	$127K	Buy	+651	New	+$133K	0.02%	245

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Ann Arbor's VOE Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 651 shares worth $127K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Bank of Ann Arbor held 651 shares of Vanguard Morningstar Mid-Cap Value ETF worth $127K as of Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Bank of Ann Arbor position in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Bank of Ann Arbor's portfolio in Q3 2026, its #245 holding.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.