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Vanguard Mid-Cap ETF shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 6.1k 249.86
2023-12-31 $525k 2.3k 232.62
2023-09-30 $385k 1.8k 208.19
2023-06-30 $405k 1.8k 220.21
2023-03-31 $394k 1.9k 210.95
2022-12-31 $380k 1.9k 203.83

More positions owned by Beaumont Financial Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Ishares Global 100 Etf Etf (IOO)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Mid-Cap ETF