Cherrydale Wealth Management »

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

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

Historical chart of Cherrydale 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 Cherrydale 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 Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 4.3k 243.47
2024-06-30 $982k 4.3k 229.54
2024-03-31 $1.1M 4.5k 235.77
2023-12-31 $1.4M 6.2k 219.57
2023-09-30 $1.2M 6.1k 194.78

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)

View all positions for Cherrydale 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