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Vanguard Mid-Cap ETF shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Vanguard Mid-Cap ETF

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All positions including Vanguard Mid-Cap ETF held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 106k 263.83
2024-06-30 $27M 110k 242.10
2024-03-31 $28M 110k 249.86
2023-12-31 $26M 112k 232.64
2023-09-30 $24M 115k 208.24
2023-06-30 $26M 117k 220.16
2023-03-31 $23M 108k 210.92
2022-12-31 $22M 107k 203.81
2022-09-30 $23M 121k 187.98
2022-06-30 $23M 116k 196.97
2022-03-31 $25M 105k 237.84
2021-12-31 $27M 105k 254.77
2021-09-30 $25M 106k 236.76
2021-06-30 $26M 108k 237.35
2021-03-31 $24M 109k 221.34
2020-12-31 $23M 111k 206.77
2020-09-30 $20M 115k 176.26
2020-06-30 $19M 117k 163.91
2020-03-31 $13M 106k 125.29
2019-12-31 $7.9M 44k 178.18
2019-09-30 $7.5M 45k 167.60
2019-06-30 $7.5M 45k 168.34
2019-03-31 $7.5M 46k 162.61
2018-12-31 $6.4M 46k 138.17
2018-09-30 $7.7M 47k 163.80
2018-06-30 $7.5M 48k 157.75
2018-03-31 $7.3M 48k 151.76
2017-12-31 $7.9M 50k 157.95
2017-09-30 $7.6M 52k 146.99
2017-06-30 $7.6M 52k 146.11
2017-03-31 $7.2M 52k 137.13
2016-12-31 $7.1M 53k 134.20
2016-09-30 $6.7M 53k 125.83
2016-06-30 $6.8M 53k 127.53
2016-03-31 $6.8M 56k 121.71
2015-12-31 $6.1M 56k 109.21
2015-09-30 $6.8M 57k 119.87
2015-06-30 $7.3M 57k 128.73
2015-03-31 $7.5M 58k 130.13
2014-12-31 $7.2M 59k 121.61
2014-09-30 $7.0M 62k 112.18
2014-06-30 $7.5M 63k 118.14
2014-03-31 $7.1M 64k 112.08
2013-12-31 $7.1M 66k 108.95
2013-09-30 $6.6M 63k 103.58
2013-06-30 $6.4M 65k 99.53
2012-09-30 $5.3M 65k 81.19
2012-06-30 $5.0M 66k 76.80
2012-03-31 $5.5M 68k 81.37
2011-09-30 $4.5M 69k 65.10
2011-06-30 $5.4M 67k 80.44
2011-03-31 $5.6M 69k 80.55

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap ETF