AlphaMark Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

AlphaMark 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 Q4	$34K	Buy	+520	New	+$35.3K	0.01%	290
2024 Q2	–	Sell	-40	Closed	-$2K	–	837
2024 Q1	$2K	Hold	40	–	–	﹤0.01%	670
2023 Q4	$2K	Sell	40 -12	-23%	-$641	﹤0.01%	667
2023 Q3	$3K	Hold	52	–	–	﹤0.01%	637
2023 Q2	$3K	Hold	52	–	–	﹤0.01%	537
2023 Q1	$3K	Buy	+52	New	+$2.77K	﹤0.01%	537
2020 Q1	–	Sell	-512	Closed	-$23K	–	621
2019 Q4	$23K	Hold	512	–	–	0.01%	258
2019 Q3	$21K	Hold	512	–	–	0.01%	262
2019 Q2	$21K	Hold	512	–	–	0.01%	272
2019 Q1	$21K	Hold	512	–	–	0.01%	262
2018 Q4	$18K	Hold	512	–	–	0.01%	258
2018 Q3	$21K	Hold	512	–	–	0.01%	283
2018 Q2	$20K	Hold	512	–	–	0.01%	296
2018 Q1	$20K	Hold	512	–	–	0.01%	286
2017 Q4	$20K	Hold	512	–	–	0.01%	284
2017 Q3	$19K	Hold	512	–	–	0.01%	285
2017 Q2	$18K	Hold	512	–	–	0.01%	284
2017 Q1	$18K	Hold	512	–	–	0.01%	276
2016 Q4	$17K	Hold	512	–	–	0.01%	267
2016 Q3	$17K	Hold	512	–	–	0.01%	215
2016 Q2	$16K	Hold	512	–	–	0.01%	212
2016 Q1	$16K	Buy	512 +56	+12%	+$1.58K	0.01%	206
2015 Q4	$14K	Hold	456	–	–	0.01%	212
2015 Q3	$13K	Hold	456	–	–	0.01%	208
2015 Q2	$15K	Hold	456	–	–	0.01%	223
2015 Q1	$15K	Hold	456	–	–	0.01%	216
2014 Q4	$14K	Hold	456	–	–	0.01%	223
2014 Q3	$13K	Hold	456	–	–	0.01%	234
2014 Q2	$14K	Buy	456 +168	+58%	+$4.8K	0.01%	239
2014 Q1	$8K	Hold	288	–	–	﹤0.01%	249
2013 Q4	$8K	Hold	288	–	–	0.01%	248
2013 Q3	$7K	Hold	288	–	–	﹤0.01%	268
2013 Q2	$7K	Buy	+288	New	+$6.83K	﹤0.01%	322

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaMark Advisors's VO Position: Q4 2024 in Review

AlphaMark Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2024: 520 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: AlphaMark Advisors previously reported a position in VO as recently as Q1 2024.

AlphaMark Advisors first reported a position in VO in Q2 2013 and has held it in 33 quarters since. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

AlphaMark Advisors held 520 shares of Vanguard Morningstar Mid-Cap ETF worth $34K as of Q4 2024.
Vanguard Morningstar Mid-Cap ETF was a new AlphaMark Advisors position in Q4 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #290 holding.
AlphaMark Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 33 quarters since.
2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.