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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

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

Quarter filed Position value Share count Share price at filing
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)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
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

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

View all funds holding Vanguard Mid-Cap Value ETF