Towerpoint Wealth »

Vanguard Mid-Cap Value ETF shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $305k 2.0k 155.91
2023-12-31 $283k 2.0k 145.01
2023-09-30 $256k 2.0k 130.96
2023-06-30 $270k 2.0k 138.38
2019-09-30 $127k 1.1k 112.69

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Towerpoint Wealth

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