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Vanguard Mid-Cap ETF shares owned by Allen Wealth Management

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

Historical chart of Allen 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 Allen 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 Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 45k 290.22

More positions owned by Allen Wealth Management

Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Energy Etf (VDE)
Alps Etf Tr Alerian Mlp (AMLP)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Cisco Systems (CSCO)
Lockheed Martin Corporation (LMT)
Citigroup Com New (C)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Merck & Co (MRK)
Lincoln National Corporation (LNC)

View all positions for Allen Wealth Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors
Jpmorgan Chase & Co

View all funds holding Vanguard Mid-Cap ETF