Vanguard Mid-Cap ETF shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth 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 Capital Advisors Wealth Management 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 11k | 293.73 |
| 2025-06-30 | $2.7M | 9.5k | 279.84 |
| 2025-03-31 | $2.4M | 9.3k | 258.62 |
| 2024-12-31 | $3.4M | 13k | 264.14 |
| 2024-09-30 | $3.5M | 13k | 263.83 |
| 2024-06-30 | $3.1M | 13k | 242.11 |
| 2024-03-31 | $3.0M | 12k | 249.87 |
| 2023-12-31 | $3.7M | 16k | 232.64 |
| 2023-09-30 | $3.2M | 15k | 208.24 |
| 2023-06-30 | $405k | 1.8k | 220.12 |
| 2023-03-31 | $361k | 1.7k | 210.98 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management