Neuberger Berman Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Neuberger Berman Group’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	$369K	Sell	1,886 -4,059	-68%	-$830K	﹤0.01%	1901
2026 Q2	$1.17M	Hold	5,945	–	–	﹤0.01%	1482
2026 Q1	$1.1M	Sell	5,945 -47	-0.8%	-$8.78K	﹤0.01%	1376
2025 Q4	$1.06M	Buy	5,992 +1,047	+21%	+$183K	﹤0.01%	1378
2025 Q3	$863K	Buy	+4,945	New	+$841K	﹤0.01%	1411
2023 Q2	–	Sell	-1,751	Closed	-$235K	–	1888
2023 Q1	$235K	Sell	1,751 -500	-22%	-$69.4K	﹤0.01%	1674
2022 Q4	$304K	Buy	+2,251	New	+$302K	﹤0.01%	1584

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 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

Neuberger Berman Group's VOE Position: Q3 2026 in Review

Neuberger Berman Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 68% in Q3 2026, selling an estimated $830K and leaving 1,886 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Neuberger Berman Group first reported a position in VOE in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2026. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Neuberger Berman Group held 1,886 shares of Vanguard Morningstar Mid-Cap Value ETF worth $369K as of Q3 2026.
Neuberger Berman Group sold 4,059 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $830K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q3 2026, its #1901 holding.
Neuberger Berman Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 7 quarters since.
Neuberger Berman Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.17M in Q2 2026.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Neuberger Berman Group's 13F filing for Q3 2026, filed 13 Nov 2026.