ForthRight Wealth Management »

Vanguard Mid-Cap ETF shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight 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 ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6M 34k 249.86
2023-12-31 $7.8M 34k 232.64
2023-09-30 $6.6M 32k 208.24
2023-06-30 $6.8M 31k 220.16
2023-03-31 $1.9M 8.8k 210.92

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Pfd And Incm Sec (PFF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Proshares Tr Russ 2000 Divd (SMDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for ForthRight Wealth Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF