Wells Financial Advisors »

Vanguard Mid-Cap Growth ETF shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 1.4k 243.47
2024-06-30 $311k 1.4k 229.56
2024-03-31 $320k 1.4k 235.79
2023-09-30 $264k 1.4k 194.77
2023-06-30 $279k 1.4k 205.77
2023-03-31 $264k 1.4k 194.89
2022-12-31 $244k 1.4k 179.76
2022-09-30 $231k 1.4k 170.35
2022-06-30 $240k 1.4k 175.05
2022-03-31 $308k 1.4k 223.03
2021-12-31 $352k 1.4k 254.89
2021-09-30 $326k 1.4k 236.06
2021-06-30 $326k 1.4k 236.06
2021-03-31 $296k 1.4k 214.34
2020-12-31 $360k 1.7k 212.01