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Vanguard Mid-Cap Value ETF shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors 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 Strategic Wealth Advisors 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 18k 184.27

More positions owned by Strategic Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic Wealth Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
EP Wealth Advisors
Betterment
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
Tiaa-cref Individual & Institutional Services
UBS Group
Pnc Financial Services
Stephens Group Asset Management
Envestnet Asset Management
LPL Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap Value ETF