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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $862k 5.1k 167.68
2024-03-31 $763k 4.9k 154.32

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Royal Bank of Canada
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
Envestnet Asset Management
Axiom Advisory
Stephens Group Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap Value ETF