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Vanguard Mid-Cap Value ETF shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 1.4k 167.07
2024-06-30 $211k 1.4k 150.43
2024-03-31 $218k 1.4k 155.91

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Ishares U.s. Technology Etf Etf (IYW)
Procter And Gamble Stock (PG)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Gen-Wealth Partners

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
Axiom Advisory
EP Wealth Advisors
LPL Financial
Stephens Group Asset Management

View all funds holding Vanguard Mid-Cap Value ETF