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Vanguard Mid-Cap ETF shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 3.8k 290.24
2025-09-30 $1.2M 4.0k 294.77

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Val Etf (MGV)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

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