Independent Advisor Alliance »

Vanguard Mid-Cap ETF shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 64k 287.18
2025-12-31 $671k 2.3k 290.24
2025-09-30 $678k 2.3k 293.75
2025-06-30 $621k 2.2k 279.83
2025-03-31 $595k 2.3k 258.62
2024-12-31 $22M 83k 264.13
2024-09-30 $346k 1.3k 263.81
2024-06-30 $700k 2.9k 242.09
2024-03-31 $739k 3.0k 249.90
2023-12-31 $886k 3.8k 232.68
2023-09-30 $396k 1.9k 208.24
2023-06-30 $383k 1.7k 220.14
2019-12-31 $5.3M 30k 178.19