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Vanguard Mid-Cap Value ETF shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 7.1k 184.28

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
EP Wealth Advisors
Betterment
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
Tiaa-cref Individual & Institutional Services
UBS Group
Pnc Financial Services
Stephens Group Asset Management
Envestnet Asset Management
LPL Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap Value ETF