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Vanguard Mid-Cap ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $128k 552 232.56
2023-09-30 $115k 554 208.13
2023-06-30 $79k 359 219.94
2023-03-31 $61k 290 210.61

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

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