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Vanguard Mid-Cap Growth ETF shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management 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 Southern Wealth Management 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.1M 11k 194.89
2022-12-31 $1.9M 11k 179.76
2022-09-30 $1.6M 8.6k 181.82
2022-06-30 $1.2M 6.6k 175.38
2022-03-31 $2.2M 10k 222.76
2021-12-31 $2.0M 8.0k 254.56
2021-09-30 $4.8M 20k 236.30
2021-06-30 $4.9M 20k 243.17
2021-03-31 $4.3M 20k 214.58
2020-12-31 $3.3M 16k 212.08
2020-09-30 $2.8M 16k 180.16
2020-06-30 $2.5M 15k 165.10
2020-03-31 $1.8M 15k 126.72
2019-12-31 $2.8M 18k 158.80

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

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