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Vanguard Mid-Cap ETF shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 27k 80.57

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

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
Natixis Asset Management Advisors
LPL Financial
Ameriprise Financial
SigFig Wealth Management
CIBC Bancorp USA

View all funds holding Vanguard Mid-Cap ETF