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Vanguard Mid-Cap ETF shares owned by Sargent Investment Group

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

Historical chart of Sargent Investment Group investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $619k 2.1k 290.22

More positions owned by Sargent Investment Group

Spdr Series Trust State Street Spd (BILS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Alphabet Cap Stk Cl A (GOOGL)
Carlyle Group (CG)
Amazon (AMZN)
International Business Machines (IBM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYV)
Blackstone Group Inc Com Cl A (BX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sargent Investment Group

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
Natixis Asset Management Advisors
LPL Financial
Envestnet Portfolio Solutions
Envestnet Asset Management
Moneta Group Investment Advisors
Pnc Financial Services
Atlantic Trust

View all funds holding Vanguard Mid-Cap ETF