BEAM Asset Management »

Vanguard Mid-Cap ETF shares owned by BEAM Asset Management

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

Historical chart of BEAM Asset 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 BEAM Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 26k 263.83
2024-06-30 $5.3M 22k 242.10
2022-03-31 $213k 895 237.99
2021-12-31 $215k 844 254.74

More positions owned by BEAM Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core High Dv Etf (HDV)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Inflation Alloca (RAAX)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for BEAM Asset 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