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Vanguard Mid-Cap Growth ETF shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $446k 1.9k 235.79
2023-12-31 $496k 2.3k 219.57

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Sovereign Financial Group

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