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Vanguard Mid-Cap Value ETF shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $623k 4.1k 150.43
2022-12-31 $33k 242 135.21

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Royal Bank of Canada
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
Envestnet Asset Management
Axiom Advisory
Stephens Group Asset Management
LPL Financial
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors

View all funds holding Vanguard Mid-Cap Value ETF