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Vanguard Mid-Cap ETF shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 15k 263.83
2024-06-30 $2.1M 8.9k 242.10
2024-03-31 $2.2M 8.9k 249.86

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Spdr S&p China Etf Uit Exchange Traded (GXC)
Franklin Ftse India Etf Uit Exchange Traded (FLIN)
Ishares Core S&p 500 Uit Exchange Traded (IVV)

View all positions for Mittelman 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