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Vanguard Mid-Cap ETF shares owned by Five Pine Wealth Management

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

Historical chart of Five Pine 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 Five Pine 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 Five Pine Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 18k 293.73
2025-06-30 $4.7M 17k 280.28
2025-03-31 $4.1M 16k 258.63
2024-12-31 $3.7M 14k 264.14

More positions owned by Five Pine Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)

View all positions for Five Pine Wealth 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