Legacy Bridge’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Legacy Bridge’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	$285K	Buy	1,440 +15	+1%	+$2.9K	0.09%	139
2026 Q1	$263K	Sell	1,425 -500	-26%	-$93.4K	0.1%	136
2025 Q4	$341K	Hold	1,925	–	–	0.14%	124
2025 Q3	$336K	Hold	1,925	–	–	0.14%	121
2025 Q2	$317K	Hold	1,925	–	–	0.15%	120
2025 Q1	$309K	Hold	1,925	–	–	0.17%	122
2024 Q4	$311K	Hold	1,925	–	–	0.16%	123
2024 Q3	$323K	Hold	1,925	–	–	0.17%	121
2024 Q2	$290K	Hold	1,925	–	–	0.17%	115
2024 Q1	$300K	Hold	1,925	–	–	0.18%	117
2023 Q4	$279K	Hold	1,925	–	–	0.18%	118
2023 Q3	$252K	Hold	1,925	–	–	0.18%	128
2023 Q2	$266K	Buy	1,925 +965	+101%	+$129K	0.18%	128
2023 Q1	$129K	Hold	960	–	–	0.09%	157
2022 Q4	$130K	Hold	960	–	–	0.09%	151
2022 Q3	$117K	Hold	960	–	–	0.09%	151
2022 Q2	$124K	Hold	960	–	–	0.09%	152
2022 Q1	$144K	Hold	960	–	–	0.08%	157
2021 Q4	$144K	Hold	960	–	–	0.08%	159
2021 Q3	$134K	Sell	960 -50	-5%	-$7.1K	0.08%	160
2021 Q2	$142K	Hold	1,010	–	–	0.08%	159
2021 Q1	$136K	Hold	1,010	–	–	0.09%	155
2020 Q4	$120K	Hold	1,010	–	–	0.09%	154
2020 Q3	$102K	Sell	1,010 -75	-7%	-$7.6K	0.09%	146
2020 Q2	$104K	Hold	1,085	–	–	0.11%	141
2020 Q1	$88K	Hold	1,085	–	–	0.11%	144
2019 Q4	$129K	Hold	1,085	–	–	0.11%	154
2019 Q3	$123K	Hold	1,085	–	–	0.12%	150
2019 Q2	$121K	Hold	1,085	–	–	0.12%	146
2019 Q1	$117K	Hold	1,085	–	–	0.12%	149
2018 Q4	$103K	Buy	+1,085	New	+$114K	0.13%	142

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

Legacy Bridge's VOE Position: Q2 2026 in Review

Legacy Bridge increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.1% in Q2 2026, buying an estimated $2.9K and bringing the position to 1,440 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #139.

Legacy Bridge first reported a position in VOE in Q4 2018 and has held it in 31 quarters since. The position peaked at $341K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Legacy Bridge held 1,440 shares of Vanguard Morningstar Mid-Cap Value ETF worth $285K as of Q2 2026.
Legacy Bridge bought 15 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Legacy Bridge's portfolio in Q2 2026, its #139 holding.
Legacy Bridge first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's Vanguard Morningstar Mid-Cap Value ETF position peaked at $341K in Q4 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.