Vanguard Mid-Cap ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 18k | 293.74 |
| 2025-06-30 | $5.0M | 18k | 279.82 |
| 2025-03-31 | $6.2M | 24k | 258.61 |
| 2024-12-31 | $6.2M | 24k | 262.82 |
| 2024-09-30 | $9.3M | 35k | 269.31 |
| 2024-06-30 | $5.6M | 23k | 242.10 |
| 2024-03-31 | $5.4M | 22k | 249.86 |
| 2023-12-31 | $4.0M | 17k | 232.64 |
| 2020-03-31 | $313k | 2.4k | 131.40 |
| 2019-12-31 | $424k | 2.4k | 178.00 |
| 2019-09-30 | $399k | 2.4k | 167.51 |
| 2019-06-30 | $398k | 2.4k | 167.09 |
| 2019-03-31 | $378k | 2.3k | 160.92 |
| 2018-12-31 | $317k | 2.3k | 138.37 |