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Vanguard Mid-Cap Value ETF shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $461k 2.7k 167.68
2024-06-30 $362k 2.3k 155.89
2024-03-31 $362k 2.3k 155.89
2023-12-31 $320k 2.2k 144.98
2023-09-30 $294k 2.2k 130.99

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Royal Bank of Canada
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
Envestnet Asset Management
Axiom Advisory
Stephens Group Asset Management
LPL Financial
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors

View all funds holding Vanguard Mid-Cap Value ETF