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

Tower Bridge 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	$400K	Buy	2,025 +100	+5%	+$19.3K	0.04%	185
2026 Q1	$355K	Buy	+1,925	New	+$360K	0.03%	183

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

Tower Bridge Advisors's VOE Position: Q2 2026 in Review

Tower Bridge Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.2% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,025 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #185.

Tower Bridge Advisors first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Tower Bridge Advisors held 2,025 shares of Vanguard Morningstar Mid-Cap Value ETF worth $400K as of Q2 2026.
Tower Bridge Advisors bought 100 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Tower Bridge Advisors's portfolio in Q2 2026, its #185 holding.
Tower Bridge Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.