Lowe Brockenbrough & Co’s Vanguard Morningstar 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 Q3	$18.4K	Hold	94	–	–	﹤0.01%	341
2026 Q2	$18.6K	Hold	94	–	–	﹤0.01%	320
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Lowe Brockenbrough & Co's VOE Position: Q3 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 94 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Lowe Brockenbrough & Co first reported a position in VOE in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.6K in Q2 2026. 1,039 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Lowe Brockenbrough & Co held 94 shares of Vanguard Morningstar Mid-Cap Value ETF worth $18.4K as of Q3 2026.
Lowe Brockenbrough & Co left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #341 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Lowe Brockenbrough & Co's Vanguard Morningstar Mid-Cap Value ETF position peaked at $18.6K in Q2 2026.
1,039 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.