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Vanguard Mid-Cap ETF shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $692k 2.4k 287.17
2025-12-31 $745k 2.6k 290.18
2025-09-30 $572k 1.9k 293.80
2025-06-30 $671k 2.4k 279.88
2025-03-31 $604k 2.3k 258.67
2024-12-31 $584k 2.2k 264.18
2024-09-30 $540k 2.0k 263.88
2024-06-30 $397k 1.6k 242.16
2024-03-31 $422k 1.7k 249.91
2023-12-31 $310k 1.3k 232.70
2023-09-30 $326k 1.6k 208.29
2023-06-30 $367k 1.7k 220.13
2023-03-31 $386k 1.8k 210.88
2022-12-31 $420k 2.1k 203.84
2022-09-30 $419k 2.2k 187.98
2022-06-30 $451k 2.3k 197.20
2022-03-31 $645k 2.7k 237.57
2021-12-31 $702k 2.8k 254.90