MeadowBrook Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

MeadowBrook Investment Advisors’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	$74.1K	Sell	375 -80	-18%	-$15.5K	0.06%	164
2026 Q1	$83.8K	Hold	455	–	–	0.07%	161
2025 Q4	$80.7K	Hold	455	–	–	0.07%	167
2025 Q3	$79.4K	Hold	455	–	–	0.07%	166
2025 Q2	$74.8K	Hold	455	–	–	0.07%	166
2025 Q1	$73K	Hold	455	–	–	0.07%	160
2024 Q4	$73.6K	Hold	455	–	–	0.07%	164
2024 Q3	$76.3K	Sell	455 -710	-61%	-$113K	0.07%	151
2024 Q2	$86.4K	Buy	1,165 +710	+156%	+$108K	0.08%	144
2024 Q1	$70.9K	Hold	455	–	–	0.07%	154
2023 Q4	$66K	Buy	+455	New	+$61.1K	0.06%	155

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

MeadowBrook Investment Advisors's VOE Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 18% in Q2 2026, selling an estimated $15.5K and leaving 375 shares worth $74.1K. The position accounts for 0.06% of the portfolio, ranked #164.

MeadowBrook Investment Advisors first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $86.4K in Q2 2024. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

MeadowBrook Investment Advisors held 375 shares of Vanguard Morningstar Mid-Cap Value ETF worth $74.1K as of Q2 2026.
MeadowBrook Investment Advisors sold 80 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $15.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #164 holding.
MeadowBrook Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $86.4K in Q2 2024.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.