Vanguard Mid-Cap ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675k | 2.3k | 293.77 |
| 2025-06-30 | $651k | 2.3k | 279.81 |
| 2025-03-31 | $619k | 2.4k | 258.62 |
| 2024-12-31 | $607k | 2.3k | 264.16 |
| 2024-09-30 | $498k | 1.9k | 267.88 |
| 2024-06-30 | $241k | 949 | 253.38 |
| 2024-03-31 | $260k | 1.1k | 236.02 |
| 2023-12-31 | $254k | 1.1k | 230.77 |
| 2023-09-30 | $271k | 1.3k | 208.10 |
| 2023-06-30 | $255k | 1.2k | 220.95 |
| 2023-03-31 | $242k | 1.1k | 211.32 |
| 2022-12-31 | $252k | 1.2k | 215.49 |
| 2022-09-30 | $230k | 1.2k | 199.13 |
| 2022-06-30 | $248k | 1.2k | 215.28 |
| 2022-03-31 | $309k | 1.4k | 227.04 |
| 2021-12-31 | $349k | 1.4k | 246.30 |
| 2021-09-30 | $349k | 1.4k | 247.69 |
| 2021-06-30 | $334k | 1.4k | 237.38 |
| 2021-03-31 | $316k | 1.4k | 225.71 |
| 2020-12-31 | $309k | 1.4k | 220.87 |
| 2020-09-30 | $250k | 1.4k | 179.34 |
| 2020-06-30 | $250k | 1.4k | 177.56 |
| 2020-03-31 | $205k | 1.4k | 143.46 |
| 2019-12-31 | $211k | 1.2k | 180.81 |
| 2019-09-30 | $203k | 1.2k | 174.55 |