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Vanguard Mid-Cap Value ETF shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 1.6k 167.67
2024-06-30 $236k 1.6k 150.43
2024-03-31 $244k 1.6k 155.91

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Vanguard Mid-Cap Value ETF

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

View all funds holding Vanguard Mid-Cap Value ETF