Vanguard Mid-Cap ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 31k | 250.81 |
| 2025-06-30 | $7.2M | 30k | 238.02 |
| 2025-03-31 | $4.5M | 17k | 258.62 |
| 2024-12-31 | $3.8M | 14k | 264.13 |
| 2024-09-30 | $3.6M | 14k | 263.83 |
| 2024-06-30 | $3.2M | 13k | 242.09 |
| 2024-03-31 | $1.2M | 5.1k | 239.47 |
| 2023-12-31 | $1.1M | 4.5k | 232.65 |
| 2023-09-30 | $905k | 4.3k | 208.24 |
| 2023-06-30 | $662k | 3.0k | 220.16 |
| 2023-03-31 | $761k | 32k | 23.98 |
| 2022-12-31 | $605k | 3.0k | 203.80 |
| 2022-09-30 | $548k | 2.9k | 187.93 |
| 2022-06-30 | $574k | 2.9k | 196.85 |
| 2022-03-31 | $667k | 29k | 23.30 |
| 2021-12-31 | $556k | 2.2k | 254.70 |
| 2021-09-30 | $578k | 2.4k | 236.59 |
| 2021-06-30 | $633k | 2.7k | 237.43 |
| 2021-03-31 | $396k | 1.8k | 221.35 |
| 2020-12-31 | $371k | 1.8k | 206.92 |
| 2020-09-30 | $302k | 1.7k | 176.20 |
| 2020-06-30 | $357k | 21k | 17.42 |
| 2020-03-31 | $385k | 2.7k | 143.28 |
| 2019-12-31 | $347k | 1.9k | 178.13 |
| 2019-09-30 | $289k | 1.7k | 167.34 |
| 2019-06-30 | $271k | 1.6k | 167.28 |
| 2019-03-31 | $259k | 1.6k | 160.57 |
| 2018-12-31 | $194k | 1.4k | 138.37 |
| 2018-09-30 | $330k | 2.2k | 149.66 |
| 2018-06-30 | $213k | 1.3k | 161.00 |
| 2018-03-31 | $150k | 970 | 154.64 |
| 2017-12-31 | $124k | 798 | 155.39 |
| 2017-09-30 | $66k | 450 | 146.67 |