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Vanguard Mid-Cap ETF shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision 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 Shared Vision 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $360k 1.2k 299.75
2025-09-30 $350k 1.2k 291.46

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)

View all positions for Shared Vision Wealth Group

Top funds holding Vanguard Mid-Cap ETF

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

View all funds holding Vanguard Mid-Cap ETF