Vanguard Mid-Cap ETF shares owned by Holistic Planning
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 21k | 293.74 |
| 2025-06-30 | $5.3M | 19k | 279.82 |
| 2025-03-31 | $4.5M | 17k | 258.62 |
| 2024-12-31 | $4.4M | 17k | 264.13 |
| 2024-09-30 | $4.2M | 16k | 263.83 |
| 2024-06-30 | $1.8M | 7.2k | 249.86 |
| 2024-03-31 | $1.8M | 7.3k | 249.86 |