Dakota Wealth Management
Position in VOE — VANGUARD MID-CAP VALUE INDEX FUND
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in VOE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VOE | $642,031 | 3,484 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 VOE | $1,104,128 | 6,225 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 VOE | $4,087,266 | 23,412 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 VOE | $4,118,736 | 25,044 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 VOE | $4,214,656 | 26,253 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 VOE | $4,841,129 | 29,926 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 VOE | $5,880,522 | 35,072 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 VOE | $6,941,141 | 46,142 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 VOE | $8,058,987 | 51,690 | Shares | Sole | 2024-04-24 | |
| 2021-12-31 VOE | $199,788 | 1,329 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||