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Vanguard Mid-Cap ETF shares owned by Private Wealth Strategies

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 16k 1.00
2023-09-30 $16k 16k 1.00

More positions owned by Private Wealth Strategies

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Us Multifactor (USMF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Wisdomtree Tr Us Midcap Divid (DON)
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
UnitedHealth (UNH)
Bny Mellon Mun Income (DMF)

View all positions for Private Wealth Strategies

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