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Vanguard Mid-Cap ETF shares owned by Lifetime Wealth Management P.C.

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

Historical chart of Lifetime Wealth Management P.C. investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $704k 14 50290.64

More positions owned by Lifetime Wealth Management P.C.

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Gold Miners Etf (GDX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vanguard Index Fds Growth Etf (VUG)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lifetime Wealth Management P.C.

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