Grubman Wealth Management »

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

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

Historical chart of Grubman 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 Grubman 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 890 243.47
2024-06-30 $205k 890 229.95
2024-03-31 $210k 890 235.79
2023-09-30 $254k 1.3k 194.77
2023-06-30 $278k 1.4k 205.77
2023-03-31 $264k 1.4k 195.17
2022-12-31 $243k 1.4k 179.76
2022-09-30 $230k 1.4k 170.37
2022-06-30 $237k 1.4k 175.56
2022-03-31 $301k 1.4k 222.96
2021-12-31 $344k 1.4k 254.81
2021-09-30 $319k 1.4k 236.30
2021-06-30 $319k 1.4k 236.30
2021-03-31 $388k 1.8k 214.72
2020-12-31 $383k 1.8k 211.95
2020-09-30 $330k 1.8k 180.33
2020-06-30 $302k 1.8k 165.03
2020-03-31 $232k 1.8k 126.78
2019-12-31 $295k 1.9k 158.86
2019-09-30 $275k 1.9k 148.09
2019-06-30 $278k 1.9k 149.70
2019-03-31 $266k 1.9k 143.24
2018-12-31 $222k 1.9k 119.55
2018-09-30 $299k 2.1k 142.79
2018-06-30 $281k 2.1k 134.19
2018-03-31 $262k 2.0k 129.51