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Vanguard Mid-Cap Value ETF shares owned by SWAN Capital

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

Historical chart of SWAN Capital 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 SWAN Capital 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 65k 155.91
2023-09-30 $6.1M 47k 130.96
2023-03-31 $4.5M 34k 134.07

More positions owned by SWAN Capital

Vanguard World Inf Tech Etf (VGT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for SWAN Capital

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Bank of America Corporation
Assetmark
Royal Bank of Canada
Tiaa Trust, National Association
Wells Fargo & Company
Pnc Financial Services
UBS Group
Stephens Group Asset Management
Wellspring Financial Advisors
Warren Averett Asset Management
Advisor Group Holdings
EP Wealth Advisors
Rockefeller Capital Management
Orgel Wealth Management

View all funds holding Vanguard Mid-Cap Value ETF