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Vanguard Mid-Cap ETF shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier 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 Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $386k 1.7k 232.65

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Schwallier 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