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Vanguard Mid-Cap ETF shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 15k 293.73
2025-06-30 $4.3M 15k 279.83

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap ETF