Advisor Partners II’s Vanguard Mid-Cap ETF VO Stock Holding History

Advisor Partners II’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.33M	Buy	+25,556	New	+$1.4M	0.05%	389

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Partners II's VO Position: Q3 2023 in Review

Advisor Partners II opened a new position in Vanguard Mid-Cap ETF (VO) in Q3 2023: 25,556 shares worth $1.33M. The stake represents 0.05% of the portfolio and ranks #389 among its holdings.

1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Advisor Partners II held 25,556 shares of Vanguard Mid-Cap ETF worth $1.33M as of Q3 2023.
Vanguard Mid-Cap ETF was a new Advisor Partners II position in Q3 2023.
Vanguard Mid-Cap ETF made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #389 holding.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.