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 csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 1.3k | 293.79 |
| 2025-06-30 | $386k | 1.4k | 284.39 |
| 2025-03-31 | $332k | 1.4k | 244.64 |
| 2024-12-31 | $344k | 1.4k | 253.75 |
| 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 |