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Vanguard Mid-Cap ETF shares owned by LJI Wealth Management

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

Historical chart of LJI 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 LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $979k 3.7k 263.85
2024-06-30 $918k 3.8k 242.08
2024-03-31 $932k 3.7k 249.86
2023-09-30 $252k 1.2k 208.24
2023-06-30 $219k 993 220.16

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple Put Option (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amplify Etf Tr High Income (YYY)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap ETF