Vanguard Mid-Cap ETF shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Vanguard Mid-Cap ETF
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All positions including Vanguard Mid-Cap ETF held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Mid-Cap ETF by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $564k | 7.0k | 80.57 |
| 2026-03-31 | $504k | 1.8k | 287.18 |
| 2025-12-31 | $509k | 1.8k | 290.23 |
| 2025-09-30 | $515k | 1.8k | 293.75 |
| 2025-06-30 | $491k | 1.8k | 279.83 |
| 2025-03-31 | $510k | 2.0k | 258.62 |
| 2024-12-31 | $521k | 2.0k | 264.13 |
| 2024-09-30 | $521k | 2.0k | 263.83 |
| 2024-06-30 | $486k | 2.0k | 242.10 |