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Vanguard Mid-Cap ETF shares owned by Plan Group Financial

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $866k 3.5k 249.85
2023-09-30 $908k 4.4k 208.23
2022-06-30 $2.8M 15k 196.97

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Mid-Cap ETF