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Vanguard Mid-Cap ETF shares owned by XML Financial

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

Historical chart of XML 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 XML 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 XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.2M 25k 208.24
2023-06-30 $4.3M 20k 220.16

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
PIMCO Corporate Opportunity Fund (PTY)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)

View all positions for XML Financial

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF