BKM Wealth Management »

Vanguard Mid-Cap Growth ETF shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management 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 BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $883k 3.6k 243.50
2024-06-30 $787k 3.4k 229.56
2024-03-31 $735k 3.1k 235.86
2023-12-31 $666k 3.0k 219.62

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Vanguard Mid-Cap Growth ETF

Axiom Advisory
Royal Bank of Canada
Morgan Stanley
Assetmark
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Truepoint
Envestnet Asset Management
Tiaa Trust, National Association
EP Wealth Advisors
Jones Financial Companies, L.L
LPL Financial
Northwestern Mutual Wealth Management Company
Rockefeller Capital Management

View all funds holding Vanguard Mid-Cap Growth ETF