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Vanguard Mid-Cap ETF shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth 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 Portside Wealth 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $239k 924 258.62
2024-12-31 $268k 1.0k 264.13
2023-06-30 $1.6M 7.4k 220.16

More positions owned by Portside Wealth Group

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Visa Com Cl A (V)
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Apple (AAPL)
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Shopify Cl A Sub Vtg Shs (SHOP)
Meta Platforms Cl A (META)

View all positions for Portside Wealth Group

Top funds holding Vanguard Mid-Cap ETF

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

View all funds holding Vanguard Mid-Cap ETF