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Vanguard Mid-Cap ETF shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 31k 293.74
2025-06-30 $8.8M 32k 279.83

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

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