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Vanguard Mid-Cap ETF shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Bestgate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $812k 2.8k 290.23
2025-09-30 $818k 2.8k 293.74
2025-06-30 $827k 3.2k 258.62
2025-03-31 $827k 3.2k 258.62

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Bestgate Wealth Advisors

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
Valpey Financial Services
Ameriprise Financial
Natixis Asset Management Advisors
LPL Financial
Envestnet Portfolio Solutions
Envestnet Asset Management
Moneta Group Investment Advisors
Pnc Financial Services

View all funds holding Vanguard Mid-Cap ETF