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Vanguard Mid-Cap Value ETF shares owned by XML Financial

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

Historical chart of XML Financial investment in Vanguard Mid-Cap Value ETF

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 1.1k 197.68

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
PIMCO Corporate Opportunity Fund (PTY)
Spdr Series Trust St Str Conv Etf (CWB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for XML Financial

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
EP Wealth Advisors
Betterment
Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Tiaa-cref Individual & Institutional Services
UBS Group
Pnc Financial Services
Stephens Group Asset Management
Envestnet Asset Management
FMR
LPL Financial

View all funds holding Vanguard Mid-Cap Value ETF