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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

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All positions including Vanguard Mid-Cap Value ETF held by Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 1.4k 145.01
2022-03-31 $313k 2.1k 149.69
2021-12-31 $324k 2.2k 150.21

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard World Fds Financials Etf (VFH)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Theory Financial

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Assetmark
Bank of America Corporation
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