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Vanguard Mid-Cap ETF shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset 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 Duncan Williams Asset 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 12k 293.75
2025-06-30 $3.2M 11k 279.83
2025-03-31 $2.9M 11k 258.62
2024-12-31 $2.9M 11k 264.12

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Stock (MSFT)
Vanguard Value Etf Etf (VTV)
First Horizon Corporation Stock (FHN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset 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