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Vanguard Mid-Cap ETF shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group 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 Monument Group 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 854 293.86
2025-06-30 $239k 853 279.92
2025-03-31 $308k 1.2k 258.68

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Avantis U.s. Equity Etf Etf (AVUS)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Treasury Etf Etf (VGSH)

View all positions for Monument Group Wealth Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap ETF