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Vanguard Mid-Cap ETF shares owned by KWMG

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

Historical chart of KWMG investment in Vanguard Mid-Cap ETF

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $942k 3.2k 293.74
2025-06-30 $985k 3.5k 279.83
2025-03-31 $948k 3.7k 258.62
2024-12-31 $998k 3.8k 264.13
2024-09-30 $998k 3.8k 263.83
2024-06-30 $930k 3.8k 242.10
2024-03-31 $985k 3.9k 249.86
2023-12-31 $1.1M 4.6k 232.64
2023-09-30 $1.0M 4.9k 208.24
2023-06-30 $1.7M 7.8k 220.16
2023-03-31 $2.8M 13k 210.92
2022-12-31 $2.8M 14k 203.81
2022-09-30 $2.8M 15k 187.97
2022-06-30 $3.1M 16k 196.98
2022-03-31 $3.7M 15k 237.86
2021-12-31 $4.0M 16k 254.75
2021-09-30 $4.0M 17k 236.73
2021-06-30 $4.1M 17k 235.94
2021-03-31 $3.8M 17k 221.34
2020-12-31 $4.1M 20k 206.77
2020-09-30 $3.5M 20k 176.25
2020-06-30 $3.4M 20k 163.90
2020-03-31 $2.6M 20k 131.66
2019-12-31 $4.2M 24k 178.17
2019-09-30 $3.8M 22k 167.62
2019-06-30 $3.8M 23k 167.17
2019-03-31 $3.7M 23k 160.76
2018-12-31 $3.5M 25k 138.17
2018-09-30 $3.6M 22k 164.17
2018-06-30 $3.5M 22k 157.66
2018-03-31 $3.4M 22k 154.22
2017-12-31 $3.5M 23k 154.77
2017-09-30 $3.4M 23k 147.01
2017-06-30 $3.3M 24k 142.53
2017-03-31 $3.3M 24k 139.23
2016-12-31 $3.5M 26k 131.63
2016-09-30 $3.4M 27k 129.44
2016-06-30 $3.4M 28k 123.61
2016-03-31 $3.4M 28k 121.22
2015-12-31 $3.4M 28k 120.11
2015-09-30 $3.3M 28k 116.66
2015-06-30 $3.7M 29k 127.42
2015-03-31 $3.8M 29k 129.96
2014-12-31 $3.6M 29k 124.11

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap ETF