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Vanguard Mid-Cap ETF shares owned by Watershed Private Wealth

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Watershed Private Wealth from 13F filings

Historical chart of Watershed Private Wealth investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 8.0k 249.86
2023-12-31 $2.4M 10k 232.64
2023-09-30 $2.5M 12k 208.23
2023-06-30 $2.5M 11k 220.15
2023-03-31 $2.7M 13k 210.91
2022-12-31 $2.1M 10k 203.80

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Large Cap Etf (VV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Watershed Private Wealth

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