Vanguard Mid-Cap Growth ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 684 | 293.68 |
| 2023-12-31 | $462k | 2.1k | 219.57 |
| 2023-09-30 | $417k | 2.1k | 194.77 |
| 2023-06-30 | $450k | 2.2k | 205.77 |
| 2023-03-31 | $447k | 2.5k | 181.10 |
| 2022-12-31 | $405k | 2.3k | 179.76 |
| 2022-09-30 | $425k | 2.5k | 170.48 |
| 2022-06-30 | $393k | 2.2k | 175.52 |
| 2022-03-31 | $523k | 2.4k | 222.46 |
| 2021-12-31 | $1.8M | 7.0k | 254.68 |
| 2021-09-30 | $1.6M | 7.0k | 236.21 |
| 2021-06-30 | $1.6M | 6.7k | 236.37 |
| 2021-03-31 | $2.1M | 9.6k | 214.59 |
| 2020-12-31 | $2.3M | 11k | 212.08 |
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