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Vanguard Mid-Cap Value ETF shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel 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 waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $313k 2.0k 155.92
2023-12-31 $291k 2.0k 145.02
2023-09-30 $263k 2.0k 130.97
2023-03-31 $269k 2.0k 134.08
2022-12-31 $271k 2.0k 135.25

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Morgan Stanley
Assetmark
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
FMR
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF