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Vanguard Mid-Cap ETF shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $133k 631 210.96
2022-12-31 $135k 661 203.84
2022-09-30 $137k 731 187.41
2022-06-30 $147k 744 197.58
2022-03-31 $232k 976 237.70
2021-12-31 $274k 1.1k 254.65
2021-09-30 $330k 1.4k 237.07
2021-06-30 $314k 1.3k 237.52
2021-03-31 $293k 1.3k 221.63
2020-12-31 $248k 1.2k 206.49

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

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