Vanguard Mid-Cap ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap ETF by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $109M | 372k | 293.74 |
| 2025-06-30 | $103M | 366k | 279.83 |
| 2025-03-31 | $94M | 363k | 258.62 |
| 2024-12-31 | $92M | 350k | 264.13 |
| 2024-09-30 | $91M | 345k | 263.83 |
| 2024-06-30 | $81M | 336k | 242.10 |
| 2024-03-31 | $82M | 330k | 249.86 |
| 2023-12-31 | $33M | 161k | 203.81 |
| 2023-09-30 | $65M | 311k | 208.24 |
| 2023-06-30 | $67M | 303k | 220.16 |
| 2023-03-31 | $55M | 261k | 210.92 |
| 2022-12-31 | $33M | 161k | 203.81 |
| 2022-09-30 | $25M | 132k | 187.98 |
| 2022-06-30 | $21M | 107k | 196.97 |
| 2022-03-31 | $4.4M | 19k | 237.84 |
| 2021-12-31 | $4.7M | 19k | 254.76 |
| 2021-09-30 | $4.4M | 19k | 236.76 |
| 2021-06-30 | $4.5M | 19k | 237.35 |
| 2021-03-31 | $4.1M | 18k | 221.34 |
| 2020-12-31 | $3.8M | 19k | 206.77 |
| 2020-09-30 | $7.8M | 44k | 176.26 |
| 2020-06-30 | $9.9M | 60k | 163.91 |
| 2020-03-31 | $8.0M | 61k | 131.65 |
| 2019-12-31 | $11M | 59k | 178.18 |
| 2019-09-30 | $10M | 59k | 167.60 |
| 2019-06-30 | $9.9M | 59k | 167.16 |
| 2019-03-31 | $9.0M | 56k | 160.75 |
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