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Vanguard Mid-Cap ETF shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mid-Cap ETF by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 5.7k 249.86
2023-12-31 $1.3M 5.7k 232.63
2023-09-30 $1.5M 7.1k 208.25
2023-03-31 $1.5M 7.1k 210.92
2022-12-31 $1.7M 8.5k 203.81

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
UBS Group
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Tiaa Trust, National Association
Bank of New York Mellon
Natixis Asset Management Advisors

View all funds holding Vanguard Mid-Cap ETF