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Vanguard Mid-Cap ETF shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 1.4k 293.74
2025-06-30 $392k 1.4k 279.83
2025-03-31 $362k 1.4k 258.62

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View all positions for Potentia Wealth

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