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Vanguard Mid-Cap ETF shares owned by Summit Equities

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Summit Equities from 13F filings

Historical chart of Summit Equities investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Summit Equities

Quarter filed Position value Share count Share price at filing
2018-09-30 $405k 2.5k 164.19
2018-06-30 $388k 2.5k 157.64
2018-03-31 $380k 2.5k 154.21
2017-12-31 $381k 2.5k 154.78

More positions owned by Summit Equities

Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Mid-Cap Value ETF (VOE)
Vanguard Value ETF (VTV)
Spdr Index Shs Fds s^p global nat res (GNR)
Vanguard Small-Cap Value ETF (VBR)
United Sts Commodity Index F (USCI)
Vanguard Energy ETF (VDE)
Ishares Tr core tl usd bd (IUSB)
Vanguard Europe Pacific ETF (VEA)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares Russell 1000 Index (IWB)
iShares Russell 3000 Value Index (IUSV)
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)

View all positions for Summit Equities

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