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Vanguard Mid-Cap Value ETF shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management 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 Schwallier Wealth Management 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 10k 145.00

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Schwallier Wealth Management

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Assetmark
Bank of America Corporation
Royal Bank of Canada
Tiaa Trust, National Association
Wells Fargo & Company
Pnc Financial Services
UBS Group
Stephens Group Asset Management
Wellspring Financial Advisors
Warren Averett Asset Management
Advisor Group Holdings
EP Wealth Advisors
Rockefeller Capital Management
Orgel Wealth Management

View all funds holding Vanguard Mid-Cap Value ETF