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Vanguard Mid-Cap ETF shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth 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 Falcon Wealth 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $549k 2.2k 249.86
2023-12-31 $504k 2.2k 232.64
2023-09-30 $446k 2.1k 208.24
2023-06-30 $209k 950 220.16
2021-12-31 $207k 814 254.30

More positions owned by Falcon Wealth Planning

Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Falcon Wealth 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