Vanguard Mid-Cap ETF shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 859 | 281.48 |
| 2025-06-30 | $260k | 907 | 286.12 |
| 2025-03-31 | $366k | 1.4k | 258.53 |
| 2024-12-31 | $435k | 1.6k | 275.66 |
| 2024-09-30 | $475k | 1.8k | 263.89 |
| 2024-06-30 | $569k | 2.4k | 240.27 |
| 2024-03-31 | $764k | 3.1k | 245.38 |
| 2023-12-31 | $1.4M | 5.9k | 232.63 |