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Vanguard Mid-Cap ETF shares owned by Vista Cima Wealth Management

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

Historical chart of Vista Cima 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 Vista Cima 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 Vista Cima Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 19k 293.74
2025-06-30 $5.0M 18k 279.83
2025-03-31 $4.5M 18k 258.62
2024-12-31 $3.6M 14k 264.13

More positions owned by Vista Cima Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Agency Bond Etf (AGZ)

View all positions for Vista Cima Wealth Management

Top funds holding Vanguard Mid-Cap ETF

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

View all funds holding Vanguard Mid-Cap ETF