Vanguard Mid-Cap Value ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 9.9k | 174.98 |
| 2025-06-30 | $871k | 5.3k | 164.46 |
| 2025-03-31 | $851k | 5.3k | 160.54 |
| 2024-12-31 | $811k | 5.0k | 161.77 |
| 2024-09-30 | $840k | 5.0k | 167.67 |
| 2024-06-30 | $756k | 5.0k | 150.43 |
| 2024-03-31 | $784k | 5.0k | 155.91 |
| 2023-12-31 | $729k | 5.0k | 145.01 |
| 2023-09-30 | $667k | 5.1k | 130.96 |
| 2023-06-30 | $693k | 5.0k | 138.38 |
| 2023-03-31 | $485k | 3.6k | 134.07 |
| 2022-12-31 | $512k | 3.8k | 135.24 |
| 2022-09-30 | $308k | 2.5k | 121.74 |
| 2022-06-30 | $328k | 2.5k | 129.64 |
| 2022-03-31 | $379k | 2.5k | 149.80 |
| 2021-12-31 | $380k | 2.5k | 150.20 |
| 2021-09-30 | $402k | 2.9k | 139.58 |
| 2021-06-30 | $4.0k | 25 | 160.00 |
| 2021-03-31 | $3.0k | 25 | 120.00 |
| 2020-12-31 | $3.0k | 25 | 120.00 |
| 2020-09-30 | $3.0k | 25 | 120.00 |
| 2018-09-30 | $10k | 85 | 117.65 |