Vanguard Mid-Cap Growth ETF shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Vanguard Mid-Cap Growth ETF
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All positions including Vanguard Mid-Cap Growth ETF held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Growth ETF by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 4.8k | 279.14 |
| 2025-09-30 | $869k | 3.0k | 293.79 |
| 2025-06-30 | $1.5M | 5.3k | 284.39 |
| 2025-03-31 | $524k | 2.1k | 244.64 |
| 2024-12-31 | $515k | 2.0k | 253.75 |
| 2024-09-30 | $973k | 4.0k | 243.47 |
| 2024-06-30 | $935k | 4.1k | 229.53 |
| 2024-03-31 | $1.0M | 4.3k | 235.76 |
| 2023-09-30 | $952k | 4.9k | 194.78 |
| 2023-06-30 | $951k | 4.6k | 205.75 |
| 2023-03-31 | $852k | 4.4k | 194.89 |
| 2022-12-31 | $791k | 4.4k | 179.75 |
| 2022-09-30 | $699k | 4.1k | 170.53 |
| 2022-06-30 | $726k | 4.1k | 175.28 |
| 2022-03-31 | $931k | 4.2k | 222.78 |
| 2021-12-31 | $1.1M | 4.2k | 254.52 |
| 2021-09-30 | $990k | 4.2k | 236.22 |
| 2021-06-30 | $1.0M | 4.3k | 236.40 |
| 2021-03-31 | $942k | 4.4k | 214.53 |
| 2020-12-31 | $565k | 2.7k | 212.01 |
| 2020-09-30 | $325k | 1.8k | 180.16 |
| 2020-06-30 | $310k | 1.9k | 164.98 |
| 2020-03-31 | $565k | 4.5k | 126.62 |
| 2019-12-31 | $460k | 2.9k | 158.84 |
| 2019-09-30 | $426k | 2.9k | 148.23 |
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