Vanguard Mid-Cap ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 27k | 293.74 |
| 2025-06-30 | $7.6M | 27k | 279.83 |
| 2025-03-31 | $7.1M | 28k | 258.62 |
| 2024-12-31 | $7.4M | 28k | 264.13 |
| 2024-09-30 | $7.4M | 28k | 263.83 |
| 2024-06-30 | $6.8M | 28k | 242.10 |
| 2024-03-31 | $11M | 43k | 249.86 |
| 2023-12-31 | $10M | 43k | 232.64 |
| 2023-09-30 | $9.1M | 44k | 208.24 |
| 2023-06-30 | $9.5M | 43k | 220.16 |
| 2023-03-31 | $9.0M | 43k | 210.92 |
| 2022-12-31 | $8.3M | 41k | 203.81 |
| 2022-09-30 | $7.4M | 40k | 187.98 |
| 2022-06-30 | $7.2M | 37k | 196.96 |
| 2022-03-31 | $8.3M | 35k | 237.84 |