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Vanguard Mid-Cap ETF shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma 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 Sonoma 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $654k 2.6k 249.86
2023-12-31 $614k 2.6k 232.64
2023-09-30 $659k 3.2k 208.24
2023-06-30 $580k 2.6k 220.16
2023-03-31 $433k 2.1k 210.92

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Global X Fds Data Ctr Reits (VPN)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Merck & Co (MRK)
At&t (T)
Applied Materials (AMAT)
Apple (AAPL)
Amazon (AMZN)

View all positions for Sonoma 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