Williams Jones Wealth Management »

Vanguard Mid-Cap ETF shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 6.1k 293.74
2025-06-30 $1.7M 6.1k 279.83
2025-03-31 $1.7M 6.6k 258.60
2024-12-31 $1.6M 6.2k 264.13
2024-09-30 $1.0M 3.9k 263.83
2024-06-30 $933k 3.9k 242.10
2024-03-31 $963k 3.9k 249.86
2023-09-30 $1.3M 6.2k 208.24
2023-06-30 $1.2M 5.5k 220.16
2023-03-31 $1.2M 5.5k 210.92
2022-12-31 $1.0M 5.0k 203.80
2022-09-30 $923k 4.9k 188.02
2022-06-30 $967k 4.9k 196.99
2022-03-31 $1.2M 5.0k 237.93
2021-12-31 $1.2M 4.9k 254.79
2021-09-30 $1.1M 4.8k 236.66
2021-06-30 $1.1M 4.7k 237.37
2021-03-31 $826k 3.7k 221.39
2020-12-31 $771k 3.7k 206.65
2020-09-30 $658k 3.7k 176.36
2020-06-30 $851k 5.2k 163.84
2020-03-31 $824k 6.3k 131.65
2019-12-31 $1.1M 6.3k 178.14
2019-09-30 $1.0M 6.3k 167.60