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Vanguard Mid-Cap ETF shares owned by WJ Financial Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by WJ Financial Advisors from 13F filings

Historical chart of WJ Financial Advisors investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by WJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $751k 2.6k 290.22
2025-09-30 $760k 2.6k 293.74

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Cornerstone Strategic Value (CLM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for WJ Financial Advisors

Top funds holding Vanguard Mid-Cap ETF

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

View all funds holding Vanguard Mid-Cap ETF