Forum Financial Management »

Vanguard Mid-Cap Growth ETF shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 988 257.37
2025-12-31 $274k 980 279.14
2025-09-30 $288k 980 293.79
2025-06-30 $210k 738 284.39

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Vanguard Mid-Cap Growth ETF

Morgan Stanley
Bank of America Corporation
Assetmark
Wells Fargo & Company
EP Wealth Advisors
Royal Bank of Canada
UBS Group
Pnc Financial Services
Truepoint
Vantagepoint Investment Advisers
LPL Financial
Jones Financial Companies, L.L
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Envestnet Asset Management

View all funds holding Vanguard Mid-Cap Growth ETF