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
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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 csvQuarterly 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 |
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