LBC
VOE icon

Lowe Brockenbrough & Co’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Lowe Brockenbrough & Co’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 		$17.3K Hold
94
– – ﹤0.01% 316
2025
Q4 		$16.7K Hold
94
– – ﹤0.01% 317
2025
Q3 		$16.4K Hold
94
– – ﹤0.01% 317
2025
Q2 		$15.5K Buy
+94
New +$14.9K ﹤0.01% 303

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

Lowe Brockenbrough & Co's VOE Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 94 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Lowe Brockenbrough & Co first reported a position in VOE in Q2 2025 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Lowe Brockenbrough & Co held 94 shares of Vanguard Mid-Cap Value ETF worth $17.3K as of Q1 2026.
  • Lowe Brockenbrough & Co left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #316 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.