Vanguard Mid-Cap ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $209k | 726 | 287.35 |
| 2024-06-30 | $210k | 868 | 242.22 |
| 2022-09-30 | $1.1M | 5.6k | 188.07 |
| 2022-06-30 | $1.0M | 5.2k | 196.86 |
| 2022-03-31 | $1.2M | 5.2k | 237.89 |
| 2021-12-31 | $1.3M | 5.2k | 254.71 |
| 2021-09-30 | $1.3M | 5.3k | 236.84 |
| 2021-06-30 | $1.2M | 5.1k | 237.32 |
| 2021-03-31 | $1.0M | 4.7k | 221.30 |
| 2020-12-31 | $935k | 4.5k | 206.68 |
| 2020-09-30 | $310k | 1.8k | 175.94 |
| 2020-06-30 | $288k | 1.8k | 163.73 |
| 2020-03-31 | $220k | 1.7k | 131.19 |
| 2019-12-31 | $298k | 1.7k | 177.80 |