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Vanguard Mid-Cap Value ETF shares owned by Opal Wealth Advisors

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

Historical chart of Opal 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 Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $178k 966 184.28
2025-06-30 $150k 910 164.46
2025-03-31 $128k 799 160.54
2024-06-30 $95k 634 150.43
2024-03-31 $128k 823 155.91

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Apple (AAPL)
Select Sector Spdr Tr State Street Ind (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Spdr Index Shs Fds State Street Spd (CWI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Opal Wealth Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Assetmark
Betterment
EP Wealth Advisors
Wells Fargo & Company
Jones Financial Companies, L.L
Tiaa-cref Individual & Institutional Services
UBS Group
Pnc Financial Services
Stephens Group Asset Management
Envestnet Asset Management
LPL Financial
Moneta Group Investment Advisors
Northwestern Mutual Wealth Management Company
FMR
Ameriprise Financial

View all funds holding Vanguard Mid-Cap Value ETF