Vanguard Mid-Cap Value ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Vanguard Mid-Cap Value ETF
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All positions including Vanguard Mid-Cap Value ETF held by Summit Trail 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 Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $930k | 6.0k | 155.91 |
| 2023-12-31 | $865k | 6.0k | 145.01 |
| 2023-09-30 | $781k | 6.0k | 130.96 |
| 2023-06-30 | $325k | 2.3k | 138.38 |
| 2021-09-30 | $569k | 4.1k | 139.50 |
| 2021-06-30 | $573k | 4.1k | 140.48 |
| 2021-03-31 | $550k | 4.1k | 134.84 |
| 2018-03-31 | $6.0k | 5.8k | 1.04 |