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Vanguard Mid-Cap Value ETF shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $399k 2.2k 184.25
2025-12-31 $380k 2.1k 177.36
2025-09-30 $327k 1.9k 174.56
2025-06-30 $247k 1.5k 164.44
2025-03-31 $228k 1.4k 160.52
2024-12-31 $241k 1.5k 161.75
2024-09-30 $235k 1.4k 167.65