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

Avalon 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
2025
Q1 		– Sell
-14,492
Closed -$957K – 154
2024
Q4 		$957K Buy
+14,492
New +$984K 0.31% 57

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Creative Planning
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avalon Capital Management's VO Position: Q1 2025 in Review

Avalon Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025, closing a stake of 14,492 shares — an estimated $957K sold.

Avalon Capital Management first reported a position in VO in Q4 2024 and held it in 1 quarter. The position peaked at $957K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Avalon Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Avalon Capital Management sold 14,492 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $957K.
  • Avalon Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Avalon Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $957K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Avalon Capital Management's 13F filing for Q1 2025, filed 7 May 2025.