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Vanguard Mid-Cap Value ETF shares owned by Long Island Wealth Management

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

Historical chart of Long Island 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 Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 1.9k 174.58
2025-06-30 $305k 1.9k 164.46
2023-12-31 $169k 1.2k 144.82

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Long Island 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