VOE — VANGRD IDX FDS MDCAP VAL IDX VPR SH

Ownership history in VICUS CAPITAL  ·  3 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in VANGRD IDX FDS MDCAP VAL IDX VPR SH (VOE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2021 Q2)
Avg. % of fund
0.03%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,478 +258 +21.1% 0.02% $258K $173.67
2025 Q2 REDUCED 1,220 -1,175 -49.1% 0.02% $201K $162.78
2021 Q2 INITIATED 2,395 — — 0.05% $336K $127.08
% of Fund (quarterly)    VOE price (monthly, adj. close)

Other funds also holding VOE

As of 2025 Q4 — sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 13.08% SYM FINANCIAL Corp 3Y 7Y 10.19% Dougherty Wealth Advisers LLC 3Y 7Y 9.26% Diesslin Group, Inc. 9.25% BHK Investment Advisors, LLC 3Y 7Y 9.2% Clayton Financial Group LLC 7.62% Gladwyn Financial Advisors, Inc. 7.39% Marotta Asset Management 3Y 7.35% Shakespeare Wealth Management, LLC 3Y 7Y 7.01% Rodgers & Associates, LTD 3Y 6.82%
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