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Vanguard Mid-Cap ETF shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private 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 Blue Bell Private 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $573k 2.3k 249.86
2023-12-31 $537k 2.3k 232.64
2023-09-30 $502k 2.4k 208.24
2023-06-30 $558k 2.5k 220.16

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private 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