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Vanguard Mid-Cap ETF shares owned by M Wealth Management

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

Historical chart of M 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 M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 992 293.81
2025-06-30 $277k 988 279.96
2025-03-31 $256k 988 258.74
2024-12-31 $260k 984 264.12