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Vanguard Mid-Cap ETF shares owned by Claris Financial

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Claris Financial from 13F filings

Historical chart of Claris Financial investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Claris Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $541k 1.9k 279.78
2025-03-31 $529k 2.0k 264.13
2024-12-31 $529k 2.0k 264.13

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap ETF