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Vanguard Mid-Cap ETF shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Vanguard Mid-Cap ETF

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All positions including Vanguard Mid-Cap ETF held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 8.8k 232.63
2023-09-30 $1.7M 8.3k 208.24
2023-06-30 $1.7M 7.8k 220.16
2023-03-31 $957k 4.5k 210.91
2022-12-31 $576k 2.8k 203.81
2022-09-30 $1.1M 5.8k 188.01
2022-06-30 $1.2M 5.7k 216.84
2022-03-31 $1.3M 5.7k 237.78
2021-12-31 $1.4M 5.7k 238.58
2021-09-30 $1.3M 5.6k 236.80
2021-06-30 $1.2M 4.9k 237.25
2021-03-31 $1.1M 4.7k 225.49
2020-12-31 $904k 4.0k 223.43
2020-09-30 $652k 3.7k 176.26
2020-06-30 $1.2M 6.6k 177.97
2020-03-31 $956k 7.3k 131.64