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Vanguard Mid-Cap Value ETF shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 52k 155.91
2021-12-31 $200k 1.3k 150.49

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Oakmont Partners

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