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Vanguard Mid-Cap Value ETF shares owned by Successful Portfolios

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

Historical chart of Successful Portfolios 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 Successful Portfolios 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 Successful Portfolios

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 1.1k 200.36
2023-03-31 $223k 1.7k 134.07
2022-12-31 $225k 1.7k 135.05

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View all positions for Successful Portfolios

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF