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Vanguard Mid-Cap Value ETF shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth 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 Monument Group Wealth 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 1.1k 184.37

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Apple Stock (AAPL)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Avantis U.s. Equity Etf Etf (AVUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
State Street Spdr S&p 500 Etf Etf (SPY)

View all positions for Monument Group Wealth Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
EP Wealth Advisors
Betterment
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
Tiaa-cref Individual & Institutional Services
UBS Group
Pnc Financial Services
Stephens Group Asset Management
Envestnet Asset Management
LPL Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap Value ETF