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

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

Historical chart of Jeppson 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 Jeppson 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 Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.2k 174.58

More positions owned by Jeppson Wealth Management

Apple Stock (AAPL)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Nvidia Corporation Stock (NVDA)
Lockheed Martin Corp Stock (LMT)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Oracle Corp Stock (ORCL)
Microsoft Corp Stock (MSFT)
Exxon Mobil Corp Stock (XOM)
Amazon Stock (AMZN)
Disney Walt Stock (DIS)
At&t Stock (T)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Broadcom Stock (AVGO)
American Elec Pwr Stock (AEP)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Jeppson Wealth Management

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Betterment
Wells Fargo & Company
Royal Bank of Canada
Jones Financial Companies, L.L
EP Wealth Advisors
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
LPL Financial
Ameriprise Financial
FMR

View all funds holding Vanguard Mid-Cap Value ETF