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Vanguard Mid-Cap Growth ETF shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory 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 Advisory 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 Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 1.0k 279.12

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
Tcw Etf Trust Flexible Income (FLXR)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Beacon Financial Advisory

Top funds holding Vanguard Mid-Cap Growth ETF

Assetmark
Royal Bank of Canada
Wells Fargo & Company
EP Wealth Advisors
Pnc Financial Services
Truepoint
UBS Group
Vantagepoint Investment Advisers
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
LPL Financial
Envestnet Asset Management
Moneta Group Investment Advisors
Tiaa Trust, National Association
Raymond James Financial

View all funds holding Vanguard Mid-Cap Growth ETF