Vanguard Mid-Cap Value ETF shares owned by Theory Financial
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial 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 Theory Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Value ETF by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 1.4k | 173.54 |
| 2025-06-30 | $235k | 1.4k | 167.34 |
| 2025-03-31 | $226k | 1.4k | 160.54 |
| 2024-12-31 | $227k | 1.4k | 161.77 |
| 2024-09-30 | $233k | 1.4k | 165.98 |
| 2024-06-30 | $212k | 1.4k | 150.43 |
| 2024-03-31 | $219k | 1.4k | 155.91 |
| 2023-12-31 | $204k | 1.4k | 145.01 |
| 2022-03-31 | $313k | 2.1k | 149.69 |
| 2021-12-31 | $324k | 2.2k | 150.21 |