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Vanguard Mid-Cap Growth ETF shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 99k 219.57
2023-09-30 $1.3M 6.7k 194.77
2023-06-30 $15M 74k 205.77
2023-03-31 $13M 64k 194.89
2022-12-31 $666k 3.7k 179.76
2022-09-30 $12M 68k 170.55
2022-06-30 $14M 68k 199.18

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Vanguard Mid-Cap Growth ETF

Assetmark
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
UBS Group
Truepoint
Tiaa Trust, National Association
Advisor Group Holdings
Stifel Financial
Rockefeller Capital Management
EP Wealth Advisors
Stephens Group Asset Management
Orgel Wealth Management
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap Growth ETF