Vanguard Mid-Cap ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $229k | 2.8k | 80.59 |
| 2025-09-30 | $200k | 679 | 294.85 |
| 2020-12-31 | $2.0k | 19 | 105.26 |
| 2020-09-30 | $2.0k | 19 | 105.26 |
| 2020-06-30 | $2.0k | 19 | 105.26 |
| 2020-03-31 | $2.0k | 19 | 105.26 |
| 2019-12-31 | $62k | 519 | 119.46 |