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Vanguard Mid-Cap Growth ETF shares owned by Beacon Financial

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Vanguard Mid-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $399k 1.6k 253.75
2024-09-30 $383k 1.6k 243.47
2024-06-30 $361k 1.6k 229.56
2024-03-31 $385k 1.6k 235.79
2023-12-31 $362k 1.6k 219.57

More positions owned by Beacon Financial

Apple (AAPL)
Qualcomm (QCOM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Int Dividend Etf
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

Top funds holding Vanguard Mid-Cap Growth ETF

Axiom Advisory
Royal Bank of Canada
Morgan Stanley
Assetmark
Bank of America Corporation
Wells Fargo & Company
UBS Group
Pnc Financial Services
Truepoint
EP Wealth Advisors
Envestnet Asset Management
Connecticut Wealth Management
Tiaa Trust, National Association
Wealthfront Advisers
Jones Financial Companies, L.L

View all funds holding Vanguard Mid-Cap Growth ETF