Moneta Group Investment Advisors »

Vanguard Mid-Cap Value ETF shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $155M 887k 174.58
2025-06-30 $144M 873k 164.46
2025-03-31 $132M 824k 160.54
2024-12-31 $127M 787k 161.77
2024-09-30 $128M 764k 167.67
2024-06-30 $112M 742k 150.43
2024-03-31 $115M 737k 155.91
2023-12-31 $76M 521k 145.01
2023-09-30 $63M 477k 130.96
2023-06-30 $60M 436k 138.38
2023-03-31 $52M 391k 134.07
2022-12-31 $47B 350M 135.24
2022-09-30 $33M 267k 121.77
2022-06-30 $35M 271k 129.52
2022-03-31 $27M 181k 149.67
2021-12-31 $22M 144k 150.33
2021-09-30 $18M 126k 139.61
2021-06-30 $15M 105k 140.50
2021-03-31 $14M 100k 134.87
2020-12-31 $11M 88k 118.96
2020-09-30 $8.2M 81k 101.37
2020-06-30 $8.1M 85k 95.70
2020-03-31 $6.7M 82k 81.29
2019-12-31 $8.6M 72k 119.19
2019-09-30 $8.1M 72k 113.00
2019-06-30 $7.9M 71k 111.34
2019-03-31 $7.5M 70k 107.88
2018-12-31 $6.2M 65k 95.26
2018-09-30 $7.2M 64k 113.07
2018-06-30 $4.6M 42k 110.45
2018-03-31 $4.3M 39k 109.38
2017-12-31 $1.1M 10k 111.56
2017-09-30 $893k 8.5k 105.59
2017-06-30 $762k 7.4k 102.85
2017-03-31 $325k 3.2k 101.94
2016-12-31 $310k 3.2k 97.24
2016-09-30 $298k 3.2k 93.48
2016-03-31 $284k 3.3k 87.12
2015-12-31 $407k 4.7k 85.86
2015-09-30 $464k 5.6k 83.30
2015-06-30 $503k 5.6k 90.55

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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