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Vanguard Mid-Cap Value ETF shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $477k 2.9k 161.77
2024-09-30 $621k 3.7k 167.67
2024-06-30 $557k 3.7k 150.43
2024-03-31 $538k 3.5k 155.91
2023-12-31 $732k 5.6k 130.96

More positions owned by Zrc Wealth Management

First Tr Exchange-traded Dj Internt Idx (FTHI)
Ishares Tr Core Total Usd (IUSB)
American Centy Etf Tr Avantis Respon U (AVEM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Reit Etf (SCHH)
Tesla Motors (TSLA)

View all positions for Zrc Wealth Management

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Assetmark
Royal Bank of Canada
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Axiom Advisory
Stephens Group Asset Management
LPL Financial
EP Wealth Advisors
Ameriprise Financial

View all funds holding Vanguard Mid-Cap Value ETF