Form 13-F position report

VANGUARD MID-CAP ETF

Reported by Refined Wealth Management

ETF profile Manager portfolio Source filing
VO CUSIP 922908629 Manager CIK 0001724729
Latest reported change

Reported 5,793 shares, up 841 (17.0%) from the prior quarter.

Reported value 22.1%; share count 17.0% vs. the prior quarter.

Added
% of reported 13F value 1.05% This manager · Q2 2023
Shares 5,793 Quarter-end amount reported
Reported value $1,275,460 Fair value at quarter end
Consecutive quarters held 9 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 4,103 -112 (-2.7%) 0.18% $321,796 2026-10-13
Q2 2026 Added 4,215* +3 (0.1%) 0.2% $339,635 2026-07-21
Q1 2026 Reduced 1,053 -12,310 (-92.1%) 0.19% $302,408 2026-04-21
Q4 2025 Added 13,363 +131 (1.0%) 2.61% $3,878,081 2026-01-15
Q3 2025 Reduced 13,232 -53 (-0.4%) 2.5% $3,886,636 2025-10-21
Q2 2025 Added 13,285 +285 (2.2%) 2.56% $3,717,409 2025-07-17
Q1 2025 Reduced 13,000 -7,472 (-36.5%) 2.75% $3,361,937 2025-04-22
Q4 2024 Reduced 20,472 -140 (-0.7%) 4.12% $5,407,157 2025-01-22
Q3 2024 Added 20,612 +666 (3.3%) 4.19% $5,437,942 2024-10-18
Q2 2024 Added 19,946 +748 (3.9%) 3.72% $4,828,842 2024-07-18
Q1 2024 Added 19,198 +182 (1.0%) 3.38% $4,796,725 2024-04-18
Q4 2023 Added 19,016 +12,359 (185.7%) 3.45% $4,423,802 2024-01-22
Q3 2023 Added 6,657 +864 (14.9%) 1.24% $1,386,334 2023-10-16
Q2 2023 Added 5,793 +841 (17.0%) 1.05% $1,275,460 2023-07-17
Q1 2023 Reduced 4,952 -884 (-15.1%) 0.92% $1,044,538 2023-04-17
Q4 2022 Added 5,836 +182 (3.2%) 1.04% $1,189,429 2023-01-17
Q3 2022 Added 5,654 +6 (0.1%) 0.96% $1,063,000 2022-10-20
Q2 2022 Added 5,648 +381 (7.2%) 0.99% $1,112,000 2022-07-19
Q1 2022 Reduced 5,267 -14,982 (-74.0%) 1.06% $1,253,000 2022-04-20
Q4 2021 Added 20,249 +299 (1.5%) 4.0% $5,159,000 2022-02-02
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Institutional context

Who else reported the position

1726 managers reported VANGUARD MID-CAP ETF for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
WELLS FARGO & COMPANY MN Reduced 23,769,972 -5,918,159 1.44% $5,233,197,147 41 qtrs
Bank of America Corporation Added 14,645,505 +166,250 0.34% $3,224,354,294 41 qtrs
JONES FINANCIAL COMPANIES LLLP Added 9,716,253 +3,726,138 3.41% $2,139,130,159 41 qtrs
Creative Planning Added 8,247,712 +205,270 2.42% $1,815,816,256 41 qtrs
MORGAN STANLEY Added 6,531,220 +227,026 0.14% $1,437,913,944 41 qtrs
UBS Group AG Reduced 5,787,262 -101,891 0.43% $1,274,123,602 35 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 4,630,531 +163,051 1.32% $1,019,457,288 41 qtrs
RAYMOND JAMES & ASSOCIATES Added 3,626,327 +115,588 0.66% $798,371,984 41 qtrs
AMERIPRISE FINANCIAL INC Added 3,334,751 +42,414 0.23% $734,681,973 41 qtrs
LPL Financial LLC Added 2,662,776 +328,280 0.42% $586,236,823 41 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 17, 2023
Filing type
13F-HR
Position type
MID CAP ETF

Voting authority reported

Sole
5,793
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.