Fulton Breakefield Broenniman’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Fulton Breakefield Broenniman’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 Q2	$214K	Buy	+1,081	New	+$209K	0.01%	194

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fulton Breakefield Broenniman's VOE Position: Q2 2026 in Review

Fulton Breakefield Broenniman opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,081 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Fulton Breakefield Broenniman held 1,081 shares of Vanguard Morningstar Mid-Cap Value ETF worth $214K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Fulton Breakefield Broenniman position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #194 holding.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.