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Vanguard Mid-Cap Value ETF shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth 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 Heritage Wealth 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 1.2k 167.67

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

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
Strategic Financial Concepts
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors

View all funds holding Vanguard Mid-Cap Value ETF