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Vanguard Mid-Cap Value ETF shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Capital Squared Financial 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 Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $510k 2.8k 184.29
2025-12-31 $446k 2.5k 177.38
2025-09-30 $364k 2.1k 174.59
2025-06-30 $310k 1.9k 164.49

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mdcp Val Etf (IWS)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Capital Squared Financial

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF