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Vanguard Mid-Cap ETF shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $834k 3.2k 263.83
2024-06-30 $840k 3.5k 242.09
2024-03-31 $866k 3.5k 249.85
2023-09-30 $908k 4.4k 208.23
2022-06-30 $2.8M 15k 196.97

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

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