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Vanguard Mid-Cap ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 6.3k 263.85
2024-06-30 $91M 378k 242.10
2024-03-31 $89M 354k 249.86
2023-12-31 $311k 1.3k 232.65

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Natixis Asset Management Advisors
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap ETF