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Vanguard Mid-Cap Growth ETF shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $691k 2.9k 235.79

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View all positions for Holistic Planning

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