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Vanguard Mid-Cap ETF shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 7.0k 263.83
2024-06-30 $1.7M 7.0k 243.01
2024-03-31 $1.1M 4.4k 249.83

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DFA US Small Cap ETF Etf (DFAS)
DFA Intl Value ETF Etf (DFIV)
Vanguard Total Market Index ETF Etf (VTI)
Kimberly-Clark Corporation (KMB)

View all positions for Monograph Wealth Advisors

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