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Vanguard Mid-Cap ETF shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus 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 BankPlus 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 4.8k 293.86
2025-06-30 $966k 3.5k 279.87
2025-03-31 $687k 2.7k 258.67

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
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

View all funds holding Vanguard Mid-Cap ETF