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Vanguard Mid-Cap ETF shares owned by TCWP

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

Historical chart of TCWP investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by TCWP

Quarter filed Position value Share count Share price at filing
2023-12-31 $513k 2.2k 232.64
2023-03-31 $2.9M 14k 210.92
2022-12-31 $2.6M 13k 203.81
2022-09-30 $2.4M 13k 187.97
2022-03-31 $84k 354 237.29

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Apple (AAPL)
Blackrock Etf Trust Us Carbon Trans (LCTU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Esg Msci Usa Etf (USXF)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Esg Awre Usd Etf (SUSC)
Amazon (AMZN)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Us Agrgt (EAGG)

View all positions for TCWP

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF