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Vanguard Mid-Cap ETF shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.8M 18k 264.13
2024-09-30 $4.7M 18k 263.83
2024-06-30 $4.3M 18k 242.11
2024-03-31 $4.5M 18k 249.86
2023-12-31 $3.3M 14k 232.64
2023-09-30 $2.9M 14k 208.24
2023-06-30 $7.9M 36k 220.16
2023-03-31 $7.4M 35k 210.92
2022-12-31 $6.9M 34k 203.81
2022-09-30 $5.7M 30k 187.98
2022-06-30 $5.4M 28k 196.96
2022-03-31 $5.7M 24k 237.85
2021-12-31 $5.6M 22k 254.76
2021-09-30 $4.6M 19k 236.74
2021-06-30 $2.3M 9.6k 237.32
2021-03-31 $1.6M 7.2k 221.31
2020-12-31 $1.2M 5.8k 206.80
2020-09-30 $850k 4.8k 176.24
2020-06-30 $728k 4.4k 163.85
2020-03-31 $417k 3.2k 131.50
2019-12-31 $445k 2.5k 178.36
2019-09-30 $145k 867 167.24
2019-06-30 $135k 807 167.29
2019-03-31 $52k 325 160.00
2018-12-31 $40k 288 138.89
2018-09-30 $58k 356 162.92
2018-06-30 $36k 229 157.21
2018-03-31 $571k 3.8k 150.58
2017-12-31 $602k 3.8k 160.36
2017-09-30 $538k 3.6k 148.17
2017-06-30 $423k 3.0k 142.76
2017-03-31 $380k 2.8k 137.88
2016-12-31 $333k 2.5k 134.33

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors

View all funds holding Vanguard Mid-Cap ETF