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Vanguard Mid-Cap ETF shares owned by Avitas Wealth Management

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

Historical chart of Avitas 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 Avitas 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 Avitas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $349k 1.4k 249.86
2023-12-31 $328k 1.4k 232.64
2023-09-30 $288k 1.4k 208.24

More positions owned by Avitas Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
Eaton Corp SHS (ETN)
UnitedHealth (UNH)
Applied Materials (AMAT)

View all positions for Avitas 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