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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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by LifePlan Financial

Quarter filed Position value Share count Share price at filing
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)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Microsoft Corporation (MSFT)
salesforce (CRM)
Medtronic SHS (MDT)
Vanguard World Mega Grwth Ind (MGK)

View all positions for LifePlan Financial

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF