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Vanguard Mid-Cap ETF shares owned by Wheelhouse Advisory Group

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Wheelhouse Advisory Group from 13F filings

Historical chart of Wheelhouse Advisory Group investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Wheelhouse Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 30k 249.87
2023-12-31 $6.3M 27k 232.64

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Large Cap Etf Etf (VV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Information Technology Etf Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Vanguard Intermediate Term Bond Etf Etf (BIV)
Vanguard Small Cap Growth Etf Etf (VBK)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
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
Bank of New York Mellon

View all funds holding Vanguard Mid-Cap ETF