Wellington Wealth Strategies »

Vanguard Mid-Cap ETF shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 50k 249.86

More positions owned by Wellington Wealth Strategies

Eli Lilly & Co. (LLY)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Invesco S&p Smallcap 600 Rev Etf S&p Smallcap 600 (RWJ)
Alphabet Inc. Class C Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5yr Invs (IGSB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Meta Platforms Inc Class A Cl A (META)
Apple (AAPL)
Invesco Senior Loan Etf Sr Ln Etf (BKLN)
Amazon (AMZN)
Xtrackers Msci Eafe Hdgd Eqy Etf Xtrack Msci Eafe (DBEF)
Merck & Co (MRK)
Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)

View all positions for Wellington Wealth Strategies

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
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

View all funds holding Vanguard Mid-Cap ETF