Vanguard Mid-Cap Value ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 24k | 174.58 |
| 2025-06-30 | $4.0M | 24k | 164.46 |
| 2025-03-31 | $2.7M | 17k | 160.54 |
| 2024-12-31 | $1.4M | 8.5k | 161.76 |
| 2024-09-30 | $1.5M | 8.7k | 167.67 |
| 2024-06-30 | $1.1M | 7.1k | 150.43 |
| 2024-03-31 | $1.1M | 7.1k | 155.92 |
| 2023-12-31 | $1.1M | 7.3k | 145.01 |
| 2023-09-30 | $384k | 2.9k | 130.96 |
| 2023-06-30 | $284k | 2.1k | 138.38 |
| 2023-03-31 | $244k | 1.8k | 134.07 |
| 2022-12-31 | $246k | 1.8k | 135.24 |
| 2022-09-30 | $241k | 2.0k | 121.59 |
| 2022-06-30 | $256k | 2.0k | 129.36 |
| 2022-03-31 | $287k | 1.9k | 149.48 |
| 2021-12-31 | $289k | 1.9k | 150.52 |
| 2021-09-30 | $268k | 1.9k | 139.58 |
| 2021-06-30 | $298k | 2.1k | 140.57 |
| 2021-03-31 | $286k | 2.1k | 134.91 |
| 2020-12-31 | $252k | 2.1k | 118.87 |
| 2019-12-31 | $203k | 203 | 1000.00 |
| 2019-06-30 | $220k | 2.0k | 111.39 |
| 2019-03-31 | $210k | 2.0k | 107.69 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management