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Vanguard Mid-Cap Value ETF shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $552k 3.5k 155.91
2023-12-31 $524k 3.6k 145.01
2023-09-30 $473k 3.6k 130.96

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

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