Vanguard Mid-Cap ETF shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 12k | 293.73 |
| 2025-06-30 | $3.5M | 12k | 279.83 |
| 2025-03-31 | $4.9M | 19k | 258.61 |
| 2024-12-31 | $4.2M | 16k | 264.14 |
| 2024-09-30 | $4.4M | 17k | 263.84 |
| 2024-06-30 | $1.7M | 7.0k | 242.45 |
| 2024-03-31 | $960k | 3.8k | 249.87 |
| 2023-12-31 | $494k | 2.1k | 232.66 |