Ategra Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Ategra Capital Management’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 Q2	–	Sell	-6,676	Closed	-$417K	–	89
2024 Q1	$417K	Hold	6,676	–	–	0.19%	72
2023 Q4	$388K	Hold	6,676	–	–	0.17%	72
2023 Q3	$348K	Hold	6,676	–	–	0.19%	74
2023 Q2	$367K	Hold	6,676	–	–	0.2%	72
2023 Q1	$352K	Hold	6,676	–	–	0.19%	75
2022 Q4	$340K	Sell	6,676 -188	-3%	-$9.58K	0.17%	73
2022 Q3	$323K	Hold	6,864	–	–	0.17%	76
2022 Q2	$338K	Buy	6,864 +188	+3%	+$10.2K	0.17%	75
2022 Q1	$397K	Hold	6,676	–	–	0.17%	81
2021 Q4	$425K	Hold	6,676	–	–	0.18%	80
2021 Q3	$395K	Hold	6,676	–	–	0.19%	81
2021 Q2	$396K	Hold	6,676	–	–	0.19%	81
2021 Q1	$369K	Hold	6,676	–	–	0.2%	79
2020 Q4	$345K	Hold	6,676	–	–	0.24%	72
2020 Q3	$294K	Hold	6,676	–	–	0.26%	68
2020 Q2	$274K	Hold	6,676	–	–	0.26%	71
2020 Q1	$220K	Hold	6,676	–	–	0.26%	71
2019 Q4	$297K	Sell	6,676 -396	-6%	-$17K	0.25%	74
2019 Q3	$296K	Sell	7,072 -3,780	-35%	-$158K	0.27%	74
2019 Q2	$454K	Buy	+10,852	New	+$444K	0.42%	50

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

Ategra Capital Management's VO Position: Q2 2024 in Review

Ategra Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 6,676 shares — an estimated $417K sold.

Ategra Capital Management first reported a position in VO in Q2 2019 and held it in 20 quarters. The position peaked at $454K in Q2 2019. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Ategra Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Ategra Capital Management sold 6,676 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $417K.
Ategra Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 20 quarters.
Ategra Capital Management's Vanguard Mid-Cap ETF position peaked at $454K in Q2 2019.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.