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Vanguard Mid-Cap Value ETF shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor 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 Bay Harbor 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 70 177.36
2021-09-30 $19k 138 137.68
2021-06-30 $23k 165 139.39
2021-03-31 $22k 165 133.33
2020-12-31 $20k 165 121.21
2020-09-30 $17k 165 103.03
2020-06-30 $16k 165 96.97

More positions owned by Bay Harbor Wealth Management

Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Ishares S&p 100 Etf Exchange Traded Fund (OEF)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)

View all positions for Bay Harbor Wealth Management

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
Moneta Group Investment Advisors
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF