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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF