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Vanguard Mid-Cap Value ETF shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$459k	2.6k	177.46

More positions owned by Pacific Excel Wealth Advisors

Vanguard World Mega Grwth Ind (MGK)

First Tr Exchange-traded Core Investment (FTCB)

First Tr Exchange Traded Nasd Tech Div (TDIV)

Vanguard World Mega Cap Val Etf (MGV)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Chevron Corporation (CVX)

First Tr Exchange-traded Limited Duration (FSIG)

Spdr Series Trust State Street Spd (SPYV)

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Blackrock Etf Trust Ishares Us Equit (DYNF)

First Tr Exchange-traded Growth Strength (FTGS)

Microsoft Corporation (MSFT)

First Tr Exchange-traded A Com Shs (FTA)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Wells Fargo & Company

Royal Bank of Canada

Jones Financial Companies, L.L

Tiaa Trust, National Association

Pnc Financial Services

Envestnet Asset Management

Stephens Group Asset Management

Ameriprise Financial

Moneta Group Investment Advisors

Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF

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