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Vanguard Mid-Cap ETF shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax 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 Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $885k 3.0k 293.70
2025-06-30 $848k 3.0k 279.86
2025-03-31 $759k 2.9k 258.64
2024-12-31 $758k 2.9k 264.17
2024-09-30 $758k 2.9k 263.83
2024-06-30 $619k 2.6k 242.11
2024-03-31 $590k 2.4k 249.86

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax 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