Vanguard Mid-Cap Value ETF shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Vanguard Mid-Cap Value ETF
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All positions including Vanguard Mid-Cap Value ETF held by Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $196k | 1.1k | 174.65 |
| 2025-06-30 | $216k | 1.3k | 164.41 |
| 2025-03-31 | $246k | 1.5k | 160.53 |
| 2024-12-31 | $246k | 1.5k | 161.79 |
| 2024-09-30 | $254k | 1.5k | 167.69 |
| 2024-06-30 | $226k | 1.5k | 150.41 |
| 2024-03-31 | $249k | 1.6k | 155.89 |
| 2023-12-31 | $227k | 1.6k | 145.03 |
| 2023-09-30 | $215k | 1.6k | 130.93 |
| 2023-06-30 | $218k | 1.6k | 138.42 |
| 2023-03-31 | $210k | 1.6k | 134.08 |
| 2022-12-31 | $195k | 1.4k | 135.26 |
| 2022-06-30 | $174k | 1.3k | 129.56 |
| 2022-03-31 | $200k | 1.3k | 149.59 |
| 2021-12-31 | $205k | 1.4k | 150.07 |
| 2021-03-31 | $1.0k | 8 | 125.00 |