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Alera Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$3.56M Hold
53,908
– – 0.42% 39
2024
Q2 		$3.26M Sell
53,908
-168
-0.3% -$10.2K 0.39% 42
2024
Q1 		$3.38M Buy
54,076
+4
+0% +$236 0.46% 25
2023
Q4 		$3.14M Hold
54,072
– – 0.41% 24
2023
Q3 		$2.81M Sell
54,072
-2,284
-4% -$125K 0.46% 19
2023
Q2 		$3.1M Buy
56,356
+4
+0% +$210 0.67% 21
2023
Q1 		$2.97M Sell
56,352
-1,252
-2% -$66.6K 0.68% 19
2022
Q4 		$2.94M Sell
57,604
-316
-0.5% -$16.1K 0.69% 21
2022
Q3 		$2.72M Buy
57,920
+2,616
+5% +$137K 0.77% 21
2022
Q2 		$2.72M Sell
55,304
-540
-1% -$29.2K 0.76% 19
2022
Q1 		$3.32M Buy
55,844
+4
+0% +$235 0.76% 20
2021
Q4 		$3.56M Buy
55,840
+156
+0.3% +$9.78K 0.97% 18
2021
Q3 		$3.3M Sell
55,684
-4
-0% -$242 0.97% 17
2021
Q2 		$3.3M Sell
55,688
-64
-0.1% -$3.71K 0.99% 19
2021
Q1 		$3.08M Buy
55,752
+52
+0.1% +$2.82K 1.02% 18
2020
Q4 		$2.88M Buy
55,700
+16
+0% +$775 1.02% 18
2020
Q3 		$2.45M Sell
55,684
-464
-0.8% -$20.2K 0.98% 18
2020
Q2 		$2.3M Hold
56,148
– – 1.21% 20
2020
Q1 		$1.85M Sell
56,148
-1,720
-3% -$71.2K 1.12% 21
2019
Q4 		$2.58M Sell
57,868
-3,976
-6% -$171K 1.17% 15
2019
Q3 		$2.59M Sell
61,844
-196
-0.3% -$8.19K 1.28% 14
2019
Q2 		$2.59M Sell
62,040
-672
-1% -$27.5K 1.33% 13
2019
Q1 		$2.52M Sell
62,712
-2,140
-3% -$82.3K 1.23% 13
2018
Q4 		$2.24M Buy
+64,852
New +$2.43M 1.36% 16

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alera Investment Advisors's VO Position: Q3 2024 in Review

Alera Investment Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2024 at 53,908 shares worth $3.56M. The position accounts for 0.42% of the portfolio, ranked #39.

Alera Investment Advisors first reported a position in VO in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.56M in Q4 2021. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Alera Investment Advisors held 53,908 shares of Vanguard Mid-Cap ETF worth $3.56M as of Q3 2024.
  • Alera Investment Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Mid-Cap ETF made up 0.42% of Alera Investment Advisors's portfolio in Q3 2024, its #39 holding.
  • Alera Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Vanguard Mid-Cap ETF position peaked at $3.56M in Q4 2021.
  • 1,931 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.