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Vanguard Mid-Cap ETF shares owned by Bakala Capital Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Bakala Capital Management from 13F filings

Historical chart of Bakala Capital Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Bakala Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $622k 2.4k 263.80
2024-06-30 $556k 2.3k 242.14
2024-03-31 $478k 1.9k 249.91
2023-12-31 $226k 972 232.62

More positions owned by Bakala Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Bakala Capital Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap ETF