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Vanguard Mid-Cap ETF shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 24k 266.77
2024-06-30 $5.9M 24k 242.10

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Royal Bank of Canada
Mariner Wealth Advisors
JMG Financial Group

View all funds holding Vanguard Mid-Cap ETF