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Vanguard Mid-Cap ETF shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $363k 1.6k 232.64
2023-09-30 $325k 1.6k 208.24
2023-06-30 $344k 1.6k 220.16
2023-03-31 $329k 1.6k 210.92
2022-12-31 $252k 1.2k 203.81

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
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HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Tiaa Trust, National Association
Bank of New York Mellon
Royal Bank of Canada
Natixis Asset Management Advisors
JMG Financial Group
Commonwealth Equity Services

View all funds holding Vanguard Mid-Cap ETF