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Vanguard Mid-Cap Value ETF shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 1.5k 177.42
2025-09-30 $284k 1.6k 174.57
2025-06-30 $269k 1.6k 164.47
2025-03-31 $275k 1.7k 160.55
2024-12-31 $313k 1.9k 161.79
2024-09-30 $323k 1.9k 167.64
2024-06-30 $474k 3.2k 150.45