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Vanguard Mid-Cap Value ETF shares owned by Wealth Effects

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

Historical chart of Wealth Effects 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 Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 1.5k 155.88
2023-12-31 $216k 1.5k 145.01
2023-06-30 $201k 1.5k 138.37

More positions owned by Wealth Effects

Avadel Pharmaceuticals Sponsored Adr (AVDL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
The Trade Desk Com Cl A (TTD)
Arrowhead Pharmaceuticals (ARWR)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p500 Etf (IVV)
International Business Machines (IBM)
Chevron Corporation (CVX)

View all positions for Wealth Effects

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