Vanguard Mid-Cap Growth ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Growth ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $799k | 2.7k | 293.79 |
| 2025-06-30 | $774k | 2.7k | 284.56 |
| 2025-03-31 | $665k | 2.7k | 244.49 |
| 2024-12-31 | $697k | 2.7k | 256.14 |
| 2024-09-30 | $681k | 2.7k | 250.37 |
| 2024-06-30 | $624k | 2.7k | 229.56 |
| 2024-03-31 | $648k | 2.7k | 235.79 |
| 2023-12-31 | $604k | 2.8k | 219.57 |
| 2023-09-30 | $536k | 2.8k | 194.77 |
| 2023-06-30 | $566k | 2.8k | 205.77 |
| 2023-03-31 | $536k | 2.8k | 194.89 |
| 2022-12-31 | $494k | 2.8k | 179.76 |
| 2022-09-30 | $476k | 2.8k | 173.09 |
| 2022-06-30 | $482k | 2.8k | 175.27 |
| 2022-03-31 | $700k | 2.8k | 254.55 |
| 2021-12-31 | $700k | 2.8k | 254.55 |
| 2021-09-30 | $649k | 2.8k | 236.00 |
| 2021-06-30 | $649k | 2.8k | 236.00 |
| 2021-03-31 | $605k | 2.8k | 214.31 |
| 2020-12-31 | $598k | 2.8k | 211.83 |
| 2020-09-30 | $508k | 2.8k | 179.95 |
| 2020-06-30 | $483k | 2.9k | 164.96 |
| 2020-03-31 | $391k | 3.1k | 126.58 |
| 2019-12-31 | $490k | 3.1k | 158.63 |
| 2019-09-30 | $457k | 3.1k | 147.94 |
| 2019-06-30 | $468k | 3.1k | 149.38 |
| 2019-03-31 | $449k | 3.1k | 142.72 |
| 2018-12-31 | $361k | 3.0k | 119.77 |