Vanguard Mid-Cap ETF shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.9k | 293.76 |
| 2025-06-30 | $773k | 2.8k | 279.92 |
| 2025-03-31 | $384k | 1.5k | 258.78 |
| 2024-12-31 | $352k | 1.3k | 264.22 |
| 2024-09-30 | $261k | 989 | 263.85 |
| 2024-06-30 | $215k | 888 | 242.12 |
| 2024-03-31 | $222k | 888 | 249.96 |
| 2023-12-31 | $207k | 888 | 232.66 |
| 2022-03-31 | $210k | 882 | 238.10 |
| 2021-12-31 | $225k | 882 | 255.10 |
| 2021-09-30 | $206k | 870 | 236.78 |
| 2021-06-30 | $206k | 870 | 236.78 |