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Vanguard Mid-Cap ETF shares owned by Level Wealth Management

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

Historical chart of Level 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 Level 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 3.6k 290.22
2025-06-30 $278k 992 279.83
2025-03-31 $257k 992 258.62
2024-12-31 $262k 992 264.13

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Level Wealth Management

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