Vanguard Mid-Cap ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.3M | 32k | 287.18 |
| 2025-12-31 | $523k | 1.8k | 290.28 |
| 2025-09-30 | $495k | 1.7k | 294.70 |
| 2025-06-30 | $447k | 1.6k | 280.92 |
| 2024-09-30 | $1.1M | 4.1k | 263.81 |
| 2024-06-30 | $1.1M | 4.5k | 243.01 |
| 2024-03-31 | $2.3M | 9.0k | 249.86 |
| 2023-12-31 | $1.9M | 8.2k | 232.64 |
| 2023-09-30 | $1.8M | 8.6k | 208.24 |
| 2023-06-30 | $1.9M | 8.7k | 220.16 |
| 2023-03-31 | $4.4M | 21k | 210.92 |
| 2022-12-31 | $2.3M | 11k | 203.81 |
| 2022-09-30 | $2.6M | 14k | 188.01 |
| 2022-03-31 | $311k | 1.3k | 238.13 |
| 2021-12-31 | $306k | 1.2k | 255.00 |
| 2021-09-30 | $243k | 1.0k | 237.07 |
| 2021-06-30 | $374k | 1.6k | 237.46 |
| 2021-03-31 | $382k | 1.7k | 221.45 |
| 2020-12-31 | $357k | 1.7k | 206.96 |
| 2020-09-30 | $329k | 1.7k | 190.72 |
| 2020-06-30 | $381k | 2.3k | 163.87 |
| 2020-03-31 | $690k | 5.2k | 131.68 |
| 2018-03-31 | $17k | 17k | 1.00 |