Vanguard Mid-Cap ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 29k | 293.75 |
| 2025-06-30 | $8.1M | 29k | 279.83 |
| 2025-03-31 | $7.5M | 29k | 258.62 |
| 2024-12-31 | $7.6M | 29k | 264.13 |
| 2024-09-30 | $7.4M | 30k | 249.86 |
| 2024-06-30 | $7.1M | 30k | 242.10 |
| 2024-03-31 | $7.4M | 30k | 249.86 |
| 2023-12-31 | $6.8M | 29k | 232.64 |
| 2023-09-30 | $6.8M | 33k | 208.24 |
| 2023-06-30 | $7.2M | 33k | 220.16 |
| 2023-03-31 | $6.3M | 31k | 203.81 |
| 2022-12-31 | $6.4M | 31k | 203.81 |
| 2022-09-30 | $5.7M | 31k | 187.98 |
| 2022-06-30 | $5.8M | 30k | 196.96 |
| 2022-03-31 | $7.0M | 29k | 237.85 |
| 2021-12-31 | $6.4M | 25k | 254.75 |
| 2021-09-30 | $5.9M | 25k | 236.74 |
| 2021-06-30 | $6.0M | 25k | 237.35 |
| 2021-03-31 | $5.9M | 27k | 221.33 |
| 2020-12-31 | $5.4M | 26k | 206.76 |
More positions owned by Monticello Wealth Management
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