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Vanguard Mid-Cap Value ETF shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.7M 12k 140.47
2021-03-31 $1.6M 12k 134.90
2020-12-31 $1.5M 12k 118.92

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

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