Vanguard Mid-Cap ETF shares owned by Ballast Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap ETF by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $34k | 122 | 279.83 |
| 2024-09-30 | $6.1k | 23 | 263.83 |
| 2024-06-30 | $5.6k | 23 | 242.09 |
| 2024-03-31 | $24k | 95 | 249.86 |
| 2023-12-31 | $34k | 147 | 232.64 |
| 2023-09-30 | $31k | 147 | 208.24 |
| 2023-06-30 | $40k | 181 | 220.16 |
| 2023-03-31 | $38k | 181 | 210.92 |
| 2022-12-31 | $37k | 181 | 203.81 |
| 2022-09-30 | $34k | 181 | 187.85 |
| 2022-06-30 | $36k | 181 | 198.90 |
| 2022-03-31 | $43k | 181 | 237.57 |
| 2021-12-31 | $46k | 181 | 254.14 |
| 2021-09-30 | $43k | 181 | 237.57 |
| 2021-06-30 | $43k | 181 | 237.57 |
| 2021-03-31 | $40k | 181 | 220.99 |
| 2020-12-31 | $37k | 181 | 204.42 |
| 2020-09-30 | $32k | 181 | 176.80 |
| 2020-06-30 | $30k | 181 | 165.75 |
| 2020-03-31 | $24k | 181 | 132.60 |
| 2019-12-31 | $50k | 282 | 177.30 |