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Vanguard Mid-Cap ETF shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 37k 80.57
2026-03-31 $2.6M 9.2k 287.20
2025-12-31 $2.7M 9.3k 290.25
2025-09-30 $2.8M 9.4k 293.75
2025-06-30 $2.6M 9.4k 279.83
2025-03-31 $2.4M 9.3k 258.62
2024-12-31 $1.7M 6.3k 264.13
2024-09-30 $48k 183 263.83
2024-06-30 $44k 183 242.10
2024-03-31 $46k 183 249.86
2023-12-31 $43k 183 232.64
2023-09-30 $48k 231 208.24
2023-06-30 $51k 231 220.16
2023-03-31 $49k 231 210.92
2022-12-31 $47k 231 203.81