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Vanguard Mid-Cap ETF shares owned by Ptm Wealth Management

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

Historical chart of Ptm Wealth 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 Ptm Wealth 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 Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 1.1k 295.48
2025-06-30 $315k 1.1k 283.58

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth 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