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

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

Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 1.6k 173.09
2022-12-31 $30k 217 139.51

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Betterment
Wells Fargo & Company
Royal Bank of Canada
Jones Financial Companies, L.L
EP Wealth Advisors
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
LPL Financial
Ameriprise Financial
FMR

View all funds holding Vanguard Mid-Cap Value ETF