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Blue Investment Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Blue Investment Partners’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
2023
Q2 		– Sell
-34,904
Closed -$1.84M – 31
2023
Q1 		$1.84M Buy
34,904
+8,096
+30% +$431K 1.86% 15
2022
Q4 		$1.37M Buy
+26,808
New +$1.37M 1.7% 15

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Investment Partners's VO Position: Q2 2023 in Review

Blue Investment Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 34,904 shares — an estimated $1.84M sold.

Blue Investment Partners first reported a position in VO in Q4 2022 and held it in 2 quarters. The position peaked at $1.84M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

  • Blue Investment Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Blue Investment Partners sold 34,904 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $1.84M.
  • Blue Investment Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Blue Investment Partners's Vanguard Mid-Cap ETF position peaked at $1.84M in Q1 2023.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Blue Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.