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Vanguard Mid-Cap ETF shares owned by Long Island Wealth Management

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

Historical chart of Long Island 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 Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $230k 873 263.94
2023-12-31 $184k 792 232.32

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Long Island 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