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Vanguard Mid-Cap ETF shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $473k 2.0k 232.61
2023-09-30 $397k 1.9k 208.26
2023-06-30 $422k 1.9k 221.50
2023-03-31 $379k 1.8k 205.50
2022-12-31 $461k 2.3k 203.81
2022-09-30 $397k 2.1k 187.98

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Tiaa Trust, National Association
Bank of New York Mellon
Royal Bank of Canada
Natixis Asset Management Advisors
JMG Financial Group
Commonwealth Equity Services

View all funds holding Vanguard Mid-Cap ETF