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Vanguard Mid-Cap Value ETF shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 1.9k 155.91
2023-12-31 $265k 1.9k 142.91
2023-09-30 $277k 2.2k 126.96
2023-06-30 $345k 2.5k 138.38

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Assetmark
Bank of America Corporation
Royal Bank of Canada
Tiaa Trust, National Association
Wells Fargo & Company
Pnc Financial Services
UBS Group
Stephens Group Asset Management
Wellspring Financial Advisors
Warren Averett Asset Management
Advisor Group Holdings
EP Wealth Advisors
Rockefeller Capital Management
Orgel Wealth Management

View all funds holding Vanguard Mid-Cap Value ETF