Hollow Brook Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hollow Brook Wealth Management’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	$203K	Buy	+1,028	New	+$199K	0.04%	78
2025 Q4	–	Sell	-1,633	Closed	-$285K	–	104
2025 Q3	$285K	Buy	+1,633	New	+$278K	0.07%	87

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

Hollow Brook Wealth Management's VOE Position: Q2 2026 in Review

Hollow Brook Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,028 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #78 among its holdings. This is a return to the name: Hollow Brook Wealth Management previously reported a position in VOE as recently as Q3 2025.

Hollow Brook Wealth Management first reported a position in VOE in Q3 2025 and has held it in 2 quarters since. The position peaked at $285K in Q3 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Hollow Brook Wealth Management held 1,028 shares of Vanguard Morningstar Mid-Cap Value ETF worth $203K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Hollow Brook Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #78 holding.
Hollow Brook Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
Hollow Brook Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $285K in Q3 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.