Vanguard Mid-Cap Growth ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.8k | 293.79 |
| 2025-06-30 | $1.9M | 6.8k | 284.39 |
| 2025-03-31 | $1.1M | 4.4k | 244.64 |
| 2024-12-31 | $427k | 1.7k | 253.75 |
| 2024-09-30 | $409k | 1.7k | 243.47 |
| 2024-06-30 | $386k | 1.7k | 229.56 |
| 2024-03-31 | $345k | 1.5k | 235.79 |
| 2023-12-31 | $321k | 1.5k | 219.57 |
| 2023-09-30 | $326k | 1.7k | 194.77 |
| 2023-06-30 | $203k | 986 | 205.77 |
| 2022-03-31 | $262k | 1.2k | 222.41 |
| 2021-12-31 | $352k | 1.4k | 254.70 |
| 2021-09-30 | $385k | 1.6k | 236.34 |
| 2021-06-30 | $480k | 2.0k | 236.57 |
| 2021-03-31 | $435k | 2.0k | 214.39 |
| 2020-12-31 | $430k | 2.0k | 211.93 |
| 2020-09-30 | $414k | 2.3k | 180.16 |
| 2020-06-30 | $508k | 3.1k | 165.04 |
| 2020-03-31 | $427k | 3.4k | 126.82 |
| 2019-12-31 | $4.0M | 4.0k | 1000.00 |
| 2019-09-30 | $3.3M | 22k | 148.10 |
| 2019-06-30 | $298k | 2.0k | 149.45 |
| 2019-03-31 | $318k | 2.2k | 142.79 |
| 2018-09-30 | $2.1M | 15k | 141.92 |
| 2018-06-30 | $3.0M | 22k | 134.58 |
| 2018-03-31 | $1.9M | 15k | 128.79 |
| 2017-12-31 | $3.2M | 25k | 128.59 |
| 2017-09-30 | $1.2M | 9.9k | 121.77 |
| 2017-06-30 | $1.5M | 13k | 117.60 |
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