Trajan Wealth »

Vanguard Mid-Cap ETF shares owned by Trajan Wealth

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

Historical chart of Trajan 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 Trajan Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 4.9k 263.84
2024-06-30 $1.1M 4.6k 242.11

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan 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