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Vanguard Mid-Cap ETF shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 838 287.24
2023-09-30 $449k 2.2k 208.24
2022-12-31 $476k 2.1k 222.04
2022-09-30 $484k 2.3k 208.98
2022-03-31 $540k 2.5k 218.62

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
UBS Group
Moneta Group Investment Advisors
Morgan Stanley
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Us Bancorp
Natixis Asset Management Advisors
LPL Financial
Ameriprise Financial
CIBC Bancorp USA

View all funds holding Vanguard Mid-Cap ETF