Bennett Associates Wealth Management »

Vanguard Mid-Cap ETF shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 26k 249.86
2023-12-31 $9.6M 41k 232.64

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Core Msci Emkt (IEMG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Bennett Associates Wealth Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF