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Vanguard Mid-Cap Value ETF shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 8.3k 168.65

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Mbs Etf (MBB)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Essential Planning

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF