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Atlas Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Atlas Financial 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 		$229K Buy
+3,468
New +$235K 0.36% 35
2023
Q4 		– Sell
-4,496
Closed -$234K – 45
2023
Q3 		$234K Buy
+4,496
New +$247K 0.18% 40

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Financial Advisors's VO Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Vanguard Mid-Cap ETF (VO) in Q4 2024: 3,468 shares worth $229K. The stake represents 0.36% of the portfolio and ranks #35 among its holdings. This is a return to the name: Atlas Financial Advisors previously reported a position in VO as recently as Q3 2023.

Atlas Financial Advisors first reported a position in VO in Q3 2023 and has held it in 2 quarters since. The position peaked at $234K in Q3 2023. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Atlas Financial Advisors held 3,468 shares of Vanguard Mid-Cap ETF worth $229K as of Q4 2024.
  • Vanguard Mid-Cap ETF was a new Atlas Financial Advisors position in Q4 2024.
  • Vanguard Mid-Cap ETF made up 0.36% of Atlas Financial Advisors's portfolio in Q4 2024, its #35 holding.
  • Atlas Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 2 quarters since.
  • Atlas Financial Advisors's Vanguard Mid-Cap ETF position peaked at $234K in Q3 2023.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.