Vanguard Mid-Cap Growth ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 1.4k | 293.87 |
| 2025-06-30 | $396k | 1.4k | 284.40 |
| 2025-03-31 | $296k | 1.2k | 244.65 |
| 2024-12-31 | $250k | 985 | 253.75 |
| 2024-09-30 | $240k | 985 | 243.47 |
| 2024-06-30 | $228k | 994 | 229.56 |
| 2024-03-31 | $234k | 994 | 235.79 |
| 2023-12-31 | $218k | 994 | 219.57 |
| 2023-09-30 | $194k | 994 | 194.77 |
| 2023-06-30 | $205k | 994 | 205.77 |
| 2023-03-31 | $194k | 994 | 194.89 |
| 2022-12-31 | $179k | 994 | 179.76 |
| 2022-09-30 | $170k | 994 | 171.03 |
| 2022-06-30 | $174k | 994 | 175.05 |
| 2022-03-31 | $221k | 994 | 222.33 |
| 2021-12-31 | $253k | 994 | 254.53 |
| 2021-09-30 | $235k | 994 | 236.42 |
| 2021-06-30 | $3.0k | 14 | 214.29 |
| 2021-03-31 | $3.0k | 14 | 214.29 |
| 2020-12-31 | $3.0k | 14 | 214.29 |
| 2020-09-30 | $3.0k | 14 | 214.29 |
| 2018-09-30 | $10k | 72 | 138.89 |