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Vanguard Mid-Cap ETF shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 7.3k 290.22
2025-09-30 $1.4M 4.6k 293.74
2025-06-30 $1.2M 4.5k 279.83
2025-03-31 $921k 3.6k 258.62

More positions owned by Dynamic Wealth Strategies

Vanguard Total Bond Market Etf Etf (BND)
Ishares Expanded Tech Sector Etf Etf (IGM)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Value Etf Etf (VTV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Japan Etf Etf (EWJ)
Vaneck Gold Miners Etf Etf (GDX)

View all positions for Dynamic Wealth Strategies

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