Vanguard Mid-Cap ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 50k | 293.73 |
| 2025-06-30 | $14M | 50k | 280.03 |
| 2025-03-31 | $12M | 47k | 258.61 |
| 2024-12-31 | $28M | 105k | 264.14 |
| 2024-09-30 | $26M | 98k | 263.83 |
| 2024-06-30 | $2.8M | 11k | 242.09 |
| 2023-12-31 | $2.1M | 8.8k | 232.63 |
| 2023-09-30 | $1.7M | 8.3k | 208.24 |
| 2023-06-30 | $1.7M | 7.8k | 220.16 |
| 2023-03-31 | $957k | 4.5k | 210.91 |
| 2022-12-31 | $576k | 2.8k | 203.81 |
| 2022-09-30 | $1.1M | 5.8k | 188.01 |
| 2022-06-30 | $1.2M | 5.7k | 216.84 |
| 2022-03-31 | $1.3M | 5.7k | 237.78 |
| 2021-12-31 | $1.4M | 5.7k | 238.58 |
| 2021-09-30 | $1.3M | 5.6k | 236.80 |
| 2021-06-30 | $1.2M | 4.9k | 237.25 |
| 2021-03-31 | $1.1M | 4.7k | 225.49 |
| 2020-12-31 | $904k | 4.0k | 223.43 |
| 2020-09-30 | $652k | 3.7k | 176.26 |
| 2020-06-30 | $1.2M | 6.6k | 177.97 |
| 2020-03-31 | $956k | 7.3k | 131.64 |
More positions owned by Pensionmark Financial Group
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