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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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