Benedetti & Gucer’s Vanguard Mid-Cap ETF VO Stock Holding History

Benedetti & Gucer’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 Q1	$6.05M	Buy	96,876 +3,396	+4%	+$201K	3.01%	7
2023 Q4	$5.44M	Buy	93,480 +6,796	+8%	+$363K	2.85%	7
2023 Q3	$4.51M	Buy	86,684 +1,380	+2%	+$75.7K	2.47%	9
2023 Q2	$4.7M	Buy	85,304 +11,896	+16%	+$624K	2.42%	8
2023 Q1	$3.87M	Buy	73,408 +1,044	+1%	+$55.5K	2.22%	8
2022 Q4	$3.69M	Buy	72,364 +824	+1%	+$42K	2.7%	4
2022 Q3	$3.36M	Sell	71,540 -792	-1%	-$41.4K	2.65%	5
2022 Q2	$3.6M	Buy	72,332 +1,964	+3%	+$106K	2.44%	9
2022 Q1	$4.18M	Buy	70,368 +2,980	+4%	+$175K	2.8%	4
2021 Q4	$4.29M	Buy	67,388 +956	+1%	+$59.9K	2.91%	4
2021 Q3	$3.93M	Buy	66,432 +5,592	+9%	+$338K	2.99%	4
2021 Q2	$3.61M	Buy	60,840 +8,864	+17%	+$514K	3.24%	2
2021 Q1	$2.88M	Buy	+51,976	New	+$2.82M	2.65%	6

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

Benedetti & Gucer's VO Position: Q1 2024 in Review

Benedetti & Gucer increased its Vanguard Mid-Cap ETF (VO) stake by 3.6% in Q1 2024, buying an estimated $201K and bringing the position to 96,876 shares worth $6.05M. The position accounts for 3.01% of the portfolio, ranked #7.

Benedetti & Gucer first reported a position in VO in Q1 2021 and has held it in 13 quarters since. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Benedetti & Gucer held 96,876 shares of Vanguard Mid-Cap ETF worth $6.05M as of Q1 2024.
Benedetti & Gucer bought 3,396 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $201K.
Vanguard Mid-Cap ETF made up 3.01% of Benedetti & Gucer's portfolio in Q1 2024, its #7 holding.
Benedetti & Gucer first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 13 quarters since.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.