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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

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

Quarter filed Position value Share count Share price at filing
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 $44M 302k 144.89
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 3.0k 2596.98
2019-03-31 $7.5M 2.5k 2974.22
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

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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
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
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors

View all funds holding Vanguard Mid-Cap Value ETF