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Vanguard Mid-Cap Value ETF shares owned by North Capital

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

Historical chart of North Capital 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 North Capital 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 North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 2.2k 174.59
2025-06-30 $361k 2.2k 164.43
2025-03-31 $352k 2.2k 160.51

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Spdr Series Trust Loomberg 1-3 Mo (BIL)
Dimensional Etf Trust S Core Eqt Mkt (DFAU)
Apple Om (AAPL)
Dimensional Etf Trust Ntl Core Eqt Mk (DFAI)
Dimensional Etf Trust Mgr Cre Eqt Mng (DFAE)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Scottsdale Fds Hort Term Treas (VGSH)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Instl Index Ltra-short Trea (VGUS)
Microsoft Corp Om (MSFT)
Berkshire Hathaway Inc Del L B New (BRK.B)
Meta Platforms L A (META)
Ubs Ag London Branch Tracs Alerian M (AMUB)
Vanguard Star Fds G Tl Intl Stk F (VXUS)
Alphabet Ap Stk Cl A (GOOGL)

View all positions for North Capital

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