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Vanguard Mid-Cap Value ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $470k 3.0k 155.91
2023-12-31 $425k 2.9k 145.01
2023-09-30 $384k 2.9k 130.96
2023-06-30 $407k 2.9k 138.38
2023-03-31 $410k 3.1k 134.07
2022-12-31 $523k 3.9k 135.25
2022-09-30 $360k 3.0k 121.75
2022-06-30 $379k 2.9k 129.44
2022-03-31 $447k 3.0k 149.65
2021-12-31 $490k 3.3k 150.40
2021-09-30 $455k 3.3k 139.66
2021-06-30 $402k 2.9k 140.56
2021-03-31 $386k 2.9k 134.97
2020-12-31 $308k 2.6k 119.10
2020-09-30 $265k 2.6k 101.38
2020-06-30 $244k 2.6k 95.54
2020-03-31 $206k 2.5k 81.20
2019-12-31 $266k 2.2k 119.12