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Vanguard Mid-Cap ETF shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth 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 Gratus Wealth 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 Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 41k 261.66
2024-06-30 $10M 40k 248.11
2024-03-31 $9.8M 42k 235.12
2023-12-31 $18M 78k 232.64

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibonds Dec24 Etf
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Mid-Cap ETF