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Vanguard Mid-Cap ETF shares owned by Daner Wealth Management

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

Historical chart of Daner 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 Daner 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 Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 33k 302.16
2025-09-30 $9.8M 34k 289.16
2025-06-30 $9.6M 34k 285.81

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Daner Wealth Management

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

View all funds holding Vanguard Mid-Cap ETF