Morton Brown Family Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Morton Brown Family Wealth’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	$395	Hold	2	–	–	﹤0.01%	398
2026 Q1	$369	Hold	2	–	–	﹤0.01%	279
2025 Q4	$355	Hold	2	–	–	﹤0.01%	284
2025 Q3	$349	Hold	2	–	–	﹤0.01%	257
2025 Q2	$329	Hold	2	–	–	﹤0.01%	298
2025 Q1	$321	Hold	2	–	–	﹤0.01%	303
2024 Q4	$324	Hold	2	–	–	﹤0.01%	266
2024 Q3	$335	Hold	2	–	–	﹤0.01%	256
2024 Q2	$314	Hold	2	–	–	﹤0.01%	212
2024 Q1	$312	Hold	2	–	–	﹤0.01%	208
2023 Q4	$290	Buy	+2	New	+$269	﹤0.01%	276

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

Morton Brown Family Wealth's VOE Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 2 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Morton Brown Family Wealth first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Morton Brown Family Wealth held 2 shares of Vanguard Morningstar Mid-Cap Value ETF worth $395 as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #398 holding.
Morton Brown Family Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.