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Vanguard Mid-Cap Value ETF shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial 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 Evernest Financial 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 7.5k 167.67

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial 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