Vanguard Mid-Cap Value ETF shares owned by Holistic Planning
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic 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 Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $891k | 5.1k | 174.59 |
| 2025-06-30 | $896k | 5.4k | 164.47 |
| 2025-03-31 | $735k | 4.6k | 160.55 |
| 2024-12-31 | $764k | 4.7k | 161.78 |
| 2024-09-30 | $786k | 4.7k | 167.67 |
| 2024-06-30 | $753k | 4.8k | 155.91 |
| 2024-03-31 | $753k | 4.8k | 155.91 |