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Vanguard Mid-Cap Value ETF shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 1.7k 155.91
2023-12-31 $249k 1.7k 145.01
2023-09-30 $225k 1.7k 130.96
2023-06-30 $241k 1.7k 138.38
2023-03-31 $335k 2.5k 134.07

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF