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Vanguard Mid-Cap ETF shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 6.6k 290.22

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Europe Etf (IEV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci India Etf (INDA)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Msci Emrg Chn (EMXC)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth Advisors

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Valpey Financial Services
Ameriprise Financial
Natixis Asset Management Advisors
LPL Financial
Envestnet Portfolio Solutions
Envestnet Asset Management
Moneta Group Investment Advisors
Pnc Financial Services

View all funds holding Vanguard Mid-Cap ETF