Ballast Advisors »

Vanguard Mid-Cap Value ETF shares owned by Ballast Advisors

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

Historical chart of Ballast 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 Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0k 45 177.38
2020-03-31 $16k 191 83.77
2019-12-31 $23k 191 120.42

More positions owned by Ballast Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Ballast Advisors

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF