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Vanguard Mid-Cap ETF shares owned by Forza Wealth Management

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

Historical chart of Forza 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 Forza 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $537k 1.8k 293.74

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Mcp Etf (IJH)
Cisco Systems (CSCO)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Forza 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