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Vanguard Mid-Cap ETF shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance 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 Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $310k 1.1k 287.18
2025-06-30 $258k 923 279.90
2025-03-31 $256k 989 258.74
2024-12-31 $243k 920 264.12
2024-09-30 $197k 748 263.85

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
UBS Group
Moneta Group Investment Advisors
Morgan Stanley
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Us Bancorp
Natixis Asset Management Advisors
LPL Financial
Ameriprise Financial
CIBC Bancorp USA

View all funds holding Vanguard Mid-Cap ETF