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Vanguard Mid-Cap Value ETF shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.1k 177.37
2024-12-31 $209k 1.3k 161.77
2024-09-30 $217k 1.3k 167.67
2018-12-31 $16k 143 111.89

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)

View all positions for Claro 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
Moneta Group Investment Advisors
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF