Shakespeare Wealth Management »

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

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

Historical chart of Shakespeare 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 Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 166k 167.67
2024-03-31 $21M 137k 155.91
2023-09-30 $17M 130k 130.96
2023-06-30 $18M 128k 138.38
2023-03-31 $16M 121k 134.07
2022-12-31 $16M 118k 135.24
2022-09-30 $14M 111k 121.77
2022-06-30 $14M 109k 130.32
2022-03-31 $17M 111k 149.87
2021-12-31 $16M 108k 150.33
2021-09-30 $15M 103k 141.60
2021-06-30 $14M 101k 142.82
2021-03-31 $14M 105k 134.87
2020-12-31 $13M 107k 118.96
2020-09-30 $10M 100k 101.37
2020-06-30 $9.0M 94k 95.70
2020-03-31 $7.3M 89k 81.29
2019-12-31 $8.9M 75k 119.19
2019-09-30 $8.3M 74k 113.00
2019-06-30 $8.1M 72k 111.35
2019-03-31 $7.4M 68k 107.88
2018-12-31 $6.3M 66k 95.27
2018-09-30 $8.9M 78k 113.07
2018-06-30 $8.6M 78k 110.46
2018-03-31 $8.2M 75k 109.40
2017-12-31 $8.0M 72k 111.46

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard SC Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

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