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Vanguard Mid-Cap Growth ETF shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Vanguard Mid-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Growth ETF held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9M 25k 194.77
2023-06-30 $5.5M 27k 205.77
2023-03-31 $5.3M 27k 194.89
2022-12-31 $4.8M 26k 179.76
2022-09-30 $4.5M 26k 170.52
2022-06-30 $4.6M 26k 175.39
2022-03-31 $5.1M 23k 222.82
2021-12-31 $5.6M 22k 254.63
2021-09-30 $5.1M 22k 236.28
2021-06-30 $5.0M 21k 236.34
2021-03-31 $3.1M 14k 214.57
2020-12-31 $4.4M 21k 212.05
2020-09-30 $2.7M 15k 180.17
2020-06-30 $3.5M 21k 165.09
2020-03-31 $1.9M 15k 126.69
2019-12-31 $3.2M 20k 158.78
2019-09-30 $2.9M 20k 148.09
2019-06-30 $2.9M 19k 149.33
2019-03-31 $2.7M 19k 142.77
2018-12-31 $2.3M 20k 119.72
2018-09-30 $2.7M 19k 142.49
2018-06-30 $1.8M 14k 134.38
2018-03-31 $2.4M 18k 129.61
2017-12-31 $2.3M 18k 127.70
2017-09-30 $2.3M 19k 121.77
2017-06-30 $2.2M 19k 117.66
2017-03-31 $2.2M 19k 112.95
2016-12-31 $2.0M 19k 105.66
2016-09-30 $1.8M 17k 106.42
2016-06-30 $1.6M 16k 101.89
2016-03-31 $1.4M 14k 100.25
2015-12-31 $1.2M 12k 99.64
2015-09-30 $769k 7.9k 97.22
2015-06-30 $521k 4.9k 106.44
2015-03-31 $469k 4.3k 107.94
2014-12-31 $391k 3.8k 101.58
2014-09-30 $187k 1.9k 96.19
2013-06-30 $20k 259 77.22

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Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding Vanguard Mid-Cap Growth ETF

Assetmark
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
UBS Group
Truepoint
Tiaa Trust, National Association
Advisor Group Holdings
Stifel Financial
Rockefeller Capital Management
EP Wealth Advisors
Stephens Group Asset Management
Commonwealth Equity Services
Orgel Wealth Management
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap Growth ETF