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Vanguard Mid-Cap ETF shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $940k 3.2k 290.23

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
UBS Group
Moneta Group Investment Advisors
Morgan Stanley
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Us Bancorp
Natixis Asset Management Advisors
LPL Financial
Ameriprise Financial
CIBC Bancorp USA

View all funds holding Vanguard Mid-Cap ETF