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Vanguard Mid-Cap ETF shares owned by Envision Financial

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

Historical chart of Envision Financial investment in Vanguard Mid-Cap ETF

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.2M 28k 290.22
2025-09-30 $7.8M 26k 293.74
2025-06-30 $6.8M 24k 279.83
2025-03-31 $5.7M 22k 258.61
2024-12-31 $6.2M 24k 264.13

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Envision Financial

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
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors
Jpmorgan Chase & Co

View all funds holding Vanguard Mid-Cap ETF