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Vanguard Mid-Cap Value ETF shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $224k 1.4k 161.77
2024-09-30 $234k 1.4k 167.67
2024-06-30 $209k 1.4k 150.43
2024-03-31 $206k 1.3k 155.91
2023-12-31 $208k 1.4k 145.01

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Shepherd Financial Partners

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF