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Vanguard Mid-Cap ETF shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 17k 287.18
2025-12-31 $1.7M 5.9k 290.21
2025-09-30 $1.7M 5.9k 293.72
2025-06-30 $1.5M 5.5k 279.81
2025-03-31 $1.4M 5.4k 258.60
2024-12-31 $1.5M 5.5k 264.12
2024-09-30 $1.5M 5.6k 263.85
2024-06-30 $1.3M 5.4k 242.12
2024-03-31 $1.2M 4.7k 249.88
2023-12-31 $749k 3.2k 232.64
2023-09-30 $503k 2.4k 208.24
2023-06-30 $577k 2.6k 220.15
2023-03-31 $515k 2.4k 210.91
2022-12-31 $489k 2.4k 203.80
2022-09-30 $587k 3.1k 188.08
2022-06-30 $615k 3.1k 197.12
2022-03-31 $780k 3.3k 237.73
2021-12-31 $794k 3.1k 254.81
2021-09-30 $756k 3.2k 236.62
2021-06-30 $762k 3.2k 237.46
2021-03-31 $472k 2.1k 221.39
2020-12-31 $580k 2.8k 206.92
2020-09-30 $494k 2.8k 176.24
2020-06-30 $402k 2.5k 163.95
2020-03-31 $279k 2.1k 131.67
2019-12-31 $437k 2.5k 178.08
2019-09-30 $403k 2.4k 167.57
2019-06-30 $386k 2.3k 167.10
2019-03-31 $375k 2.3k 160.94
2018-12-31 $346k 2.5k 138.18
2018-09-30 $377k 2.3k 164.06
2018-06-30 $362k 2.3k 157.53
2018-03-31 $354k 2.3k 154.05
2017-12-31 $695k 4.5k 154.86
2017-09-30 $583k 4.0k 147.04
2017-06-30 $637k 4.5k 142.51
2016-12-31 $509k 3.9k 131.56

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Intl Moment (IMTM)
Spdr Series Trust State Street Spd (BIL)

View all positions for Comprehensive Portfolio Management

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