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Vanguard Mid-Cap ETF shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 1.8k 293.74
2025-06-30 $503k 1.8k 279.83
2025-03-31 $465k 1.8k 258.62
2024-12-31 $473k 1.8k 264.13
2024-09-30 $384k 1.5k 263.83
2024-06-30 $352k 1.5k 242.10
2024-03-31 $414k 1.7k 249.86
2023-12-31 $509k 2.2k 232.65
2023-09-30 $455k 2.2k 208.23
2023-06-30 $540k 2.5k 220.14
2023-03-31 $425k 2.0k 210.89
2022-12-31 $263k 1.3k 203.74
2022-09-30 $242k 1.3k 187.74
2022-06-30 $272k 1.4k 196.67