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Vanguard Mid-Cap ETF shares owned by XML Financial

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

Historical chart of XML Financial investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by XML Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 27k 263.83
2024-06-30 $6.5M 27k 242.10
2024-03-31 $6.5M 26k 249.86
2023-09-30 $5.2M 25k 208.24
2023-06-30 $4.3M 20k 220.16

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard World Inf Tech Etf (VGT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)

View all positions for XML Financial

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap ETF