LifePlan Financial »

Vanguard Mid-Cap ETF shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $941k 3.6k 264.13
2024-09-30 $1.0M 3.9k 263.83
2024-06-30 $952k 3.9k 242.10
2024-03-31 $964k 3.9k 249.86
2023-12-31 $873k 3.8k 232.64

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
salesforce (CRM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ishares Tr Modert Alloc Etf (AOM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Mid-Cap ETF