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Vanguard Mid-Cap Growth ETF shares owned by Shira Ridge Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Shira Ridge Wealth Management from 13F filings

Historical chart of Shira Ridge Wealth Management 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 Shira Ridge Wealth Management 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 12k 235.78
2023-12-31 $2.9M 13k 219.56
2023-09-30 $2.7M 14k 194.77
2023-06-30 $2.8M 14k 205.77
2023-03-31 $2.6M 13k 194.89
2022-12-31 $2.3M 13k 179.76

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Shira Ridge Wealth Management

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