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Vanguard Mid-Cap ETF shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.0M 23k 263.74
2024-09-30 $2.3M 12k 195.18
2024-06-30 $847k 3.5k 242.89

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Owl Rock Capital Corporation (OBDC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Trinity Financial Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Mid-Cap ETF