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Vanguard Mid-Cap Value ETF shares owned by Endowment Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Endowment Wealth Management from 13F filings

Historical chart of Endowment Wealth Management 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 Endowment Wealth Management 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 1.5k 155.90
2023-12-31 $213k 1.5k 144.99
2023-06-30 $200k 1.4k 138.35
2022-03-31 $210k 1.4k 149.36
2021-12-31 $210k 1.4k 150.00

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
West Pharmaceutical Services (WST)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Eurzone Etf (EZU)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Endowment Wealth Management

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Morgan Stanley
Assetmark
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
FMR
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF