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Vanguard Mid-Cap Value ETF shares owned by WMG Financial Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by WMG Financial Advisors from 13F filings

Historical chart of WMG Financial Advisors 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 WMG Financial Advisors 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $216k 1.5k 145.01
2023-06-30 $207k 1.5k 138.38
2023-03-31 $200k 1.5k 134.07
2022-12-31 $202k 1.5k 135.24
2022-03-31 $235k 1.6k 149.97

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View all positions for WMG Financial Advisors

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