Three Bridge Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Three Bridge Wealth 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	$1.4M	Buy	7,078 +563	+9%	+$109K	0.35%	34
2026 Q1	$1.2M	Buy	6,515 +306	+5%	+$57.2K	0.33%	36
2025 Q4	$1.1M	Buy	6,209 +360	+6%	+$63K	0.29%	38
2025 Q3	$1.03M	Buy	5,849 +12	+0.2%	+$2.04K	0.26%	39
2025 Q2	$965K	Sell	5,837 -124	-2%	-$19.6K	0.25%	44
2025 Q1	$957K	Buy	5,961 +14	+0.2%	+$2.29K	0.33%	41
2024 Q4	$962K	Buy	5,947 +218	+4%	+$36.8K	0.34%	42
2024 Q3	$961K	Buy	5,729 +552	+11%	+$87.8K	0.35%	43
2024 Q2	$783K	Sell	5,177 -40	-0.8%	-$6.07K	0.31%	46
2024 Q1	$813K	Buy	5,217 +210	+4%	+$30.8K	0.32%	46
2023 Q4	$726K	Buy	5,007 +167	+3%	+$22.4K	0.25%	49
2023 Q3	$634K	Buy	4,840 +61	+1%	+$8.45K	0.26%	55
2023 Q2	$661K	Buy	4,779 +145	+3%	+$19.3K	0.28%	54
2023 Q1	$621K	Sell	4,634 -153	-3%	-$21.2K	0.29%	53
2022 Q4	$647K	Sell	4,787 -210	-4%	-$28.2K	0.35%	48
2022 Q3	$609K	Buy	4,997 +146	+3%	+$19.8K	0.31%	52
2022 Q2	$628K	Buy	4,851 +65	+1%	+$9.2K	0.31%	52
2022 Q1	$716K	Buy	+4,786	New	+$704K	0.2%	51

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

Three Bridge Wealth Advisors's VOE Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 8.6% in Q2 2026, buying an estimated $109K and bringing the position to 7,078 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #34.

Three Bridge Wealth Advisors first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Three Bridge Wealth Advisors held 7,078 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.4M as of Q2 2026.
Three Bridge Wealth Advisors bought 563 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $109K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.35% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.