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Vanguard Mid-Cap Value ETF shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 168k 145.01
2023-09-30 $22M 168k 130.96
2023-06-30 $6.8M 49k 138.38
2023-03-31 $10M 74k 134.07
2022-12-31 $15M 113k 135.24
2022-09-30 $5.4M 44k 121.78
2022-06-30 $5.5M 43k 129.51
2022-03-31 $5.5M 37k 149.66
2021-12-31 $5.6M 37k 150.33
2021-09-30 $4.8M 34k 139.61
2021-06-30 $1.4M 9.6k 140.53
2021-03-31 $1.3M 9.4k 134.89
2020-12-31 $572k 4.8k 118.94
2020-09-30 $436k 4.3k 101.73
2020-06-30 $522k 5.5k 95.24
2020-03-31 $307k 4.0k 76.77
2019-12-31 $756k 6.3k 119.17
2019-09-30 $799k 7.1k 113.00
2019-06-30 $804k 7.2k 111.95
2019-03-31 $777k 7.2k 108.40
2018-12-31 $731k 7.7k 95.26
2018-09-30 $633k 5.6k 113.79
2018-06-30 $615k 5.6k 110.55
2018-03-31 $570k 5.3k 107.14
2017-12-31 $677k 6.1k 111.62
2017-09-30 $510k 4.8k 105.68
2017-06-30 $470k 4.6k 102.91
2017-03-31 $417k 4.1k 101.86
2016-12-31 $315k 3.2k 97.04
2016-09-30 $102k 1.1k 89.47
2016-03-31 $230k 2.6k 87.15
2015-12-31 $429k 5.0k 85.92
2015-09-30 $204k 2.5k 83.13
2015-06-30 $2.3M 20k 112.05
2015-03-31 $226k 2.5k 91.91
2014-12-31 $355k 4.0k 89.44
2014-09-30 $337k 4.0k 84.91
2014-06-30 $345k 4.0k 86.92
2014-03-31 $382k 4.6k 82.38
2013-12-31 $220k 2.8k 79.71
2013-09-30 $202k 2.8k 73.19
2013-06-30 $180k 2.6k 68.62
2013-03-31 $176k 2.6k 67.10

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Bank of America Corporation
Assetmark
Royal Bank of Canada
Tiaa Trust, National Association
Wells Fargo & Company
Pnc Financial Services
UBS Group
Stephens Group Asset Management
Warren Averett Asset Management
Advisor Group Holdings
EP Wealth Advisors
Rockefeller Capital Management
Orgel Wealth Management
Stifel Financial

View all funds holding Vanguard Mid-Cap Value ETF