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Vanguard Mid-Cap Growth ETF shares owned by Sage Financial

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

Historical chart of Sage Financial investment in Vanguard Mid-Cap Growth ETF

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All positions including Vanguard Mid-Cap Growth ETF held by Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.7M 34k 253.75
2024-09-30 $8.4M 35k 243.47
2024-06-30 $8.0M 35k 229.56
2024-03-31 $8.2M 35k 235.79
2023-12-31 $7.7M 35k 219.57
2023-09-30 $6.9M 35k 194.77
2023-06-30 $7.2M 35k 205.77
2023-03-31 $6.9M 35k 194.89
2022-12-31 $5.6M 31k 179.76
2022-09-30 $5.4M 32k 170.54
2022-06-30 $5.5M 31k 175.37
2022-03-31 $7.2M 32k 222.83
2021-12-31 $7.9M 31k 254.63
2021-09-30 $7.5M 32k 236.30
2021-06-30 $8.0M 34k 236.35
2021-03-31 $7.6M 35k 214.58
2020-12-31 $8.0M 38k 212.08
2020-09-30 $7.0M 39k 180.14
2020-06-30 $6.6M 40k 165.09
2020-03-31 $4.6M 37k 126.68
2019-12-31 $5.8M 36k 158.77
2019-09-30 $5.1M 35k 148.11
2019-06-30 $5.4M 36k 149.31
2019-03-31 $5.2M 36k 142.77
2018-12-31 $4.3M 36k 119.69
2018-09-30 $5.0M 35k 142.49
2018-06-30 $4.7M 35k 134.42
2018-03-31 $4.5M 35k 129.62
2017-12-31 $4.2M 33k 127.72
2017-09-30 $4.0M 33k 121.76
2017-06-30 $3.9M 33k 117.68
2017-03-31 $2.7M 24k 112.97
2016-12-31 $2.0M 19k 105.70
2016-09-30 $1.4M 14k 106.42
2016-06-30 $1.0M 10k 101.89
2016-03-31 $1.0M 10k 100.26
2015-12-31 $920k 9.2k 99.76
2013-12-31 $253k 2.8k 90.10

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sage Financial

Top funds holding Vanguard Mid-Cap Growth ETF

Axiom Advisory
Royal Bank of Canada
Assetmark
Bank of America Corporation
Wells Fargo & Company
UBS Group
Pnc Financial Services
Truepoint
Envestnet Asset Management
Tiaa Trust, National Association
EP Wealth Advisors
Jones Financial Companies, L.L
LPL Financial
Northwestern Mutual Wealth Management Company
Rockefeller Capital Management

View all funds holding Vanguard Mid-Cap Growth ETF