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Vanguard Mid-Cap Value ETF shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $507k 3.3k 155.91
2023-12-31 $569k 3.9k 145.01

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

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