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Vanguard Mid-Cap ETF shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group 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 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 11k 287.19
2025-09-30 $2.9M 9.8k 293.74
2025-06-30 $2.7M 9.7k 279.84
2025-03-31 $2.4M 9.2k 258.63
2024-12-31 $2.3M 8.6k 264.12
2024-09-30 $2.3M 8.7k 263.84
2024-06-30 $2.1M 8.8k 242.12
2024-03-31 $2.0M 8.0k 249.86
2023-12-31 $1.7M 7.3k 232.63
2023-09-30 $1.3M 6.4k 208.24
2023-06-30 $1.4M 6.5k 220.16
2023-03-31 $1.2M 5.8k 210.92
2022-12-31 $869k 4.3k 203.82
2022-09-30 $693k 3.7k 188.00
2022-06-30 $307k 1.6k 196.97
2022-03-31 $329k 1.4k 237.84
2021-12-31 $324k 1.3k 254.77
2021-09-30 $293k 1.2k 236.76
2021-06-30 $346k 1.5k 237.35
2021-03-31 $266k 1.2k 221.34
2020-12-31 $295k 1.4k 206.77
2020-09-30 $256k 1.5k 176.26
2020-06-30 $242k 1.5k 163.91