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Vanguard Mid-Cap Growth ETF shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 5.1k 219.56
2023-09-30 $991k 5.1k 194.76
2023-06-30 $1.1M 5.1k 205.76
2023-03-31 $1000k 5.1k 194.87
2022-12-31 $1.2M 6.6k 179.75
2022-09-30 $1.2M 7.1k 170.58
2022-06-30 $1.2M 7.0k 175.32
2022-03-31 $1.7M 7.5k 222.85
2021-12-31 $1.9M 7.5k 254.56
2021-09-30 $1.9M 7.8k 236.31
2021-06-30 $1.8M 7.8k 236.40
2021-03-31 $1.7M 7.8k 214.59
2020-12-31 $1.7M 8.2k 212.11
2020-09-30 $1.5M 8.4k 180.08
2020-06-30 $1.4M 8.7k 165.04
2020-03-31 $1.3M 10k 126.72
2019-12-31 $1.4M 9.0k 158.77
2019-09-30 $1.4M 9.0k 151.31
2019-06-30 $1.4M 9.3k 152.48
2019-03-31 $1.4M 9.8k 146.53
2018-12-31 $1.2M 10k 119.70

More positions owned by Waller Financial Planning Group

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Waller Financial Planning Group

Top funds holding Vanguard Mid-Cap Growth ETF

Morgan Stanley
Assetmark
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Pnc Financial Services
UBS Group
Truepoint
Envestnet Asset Management
Tiaa Trust, National Association
LPL Financial
Rockefeller Capital Management
EP Wealth Advisors
Advisor Group Holdings
Stephens Group Asset Management

View all funds holding Vanguard Mid-Cap Growth ETF