Collaborative Wealth Managment »

Vanguard Mid-Cap ETF shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $394k 1.4k 290.24
2022-06-30 $204k 1.0k 196.72
2021-12-31 $264k 1.0k 254.58
2021-03-31 $247k 1.0k 238.19