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Boston Financial Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Boston Financial 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
Q4 		$636K Sell
9,632
-160
-2% -$10.9K 0.02% 226
2024
Q3 		$646K Buy
9,792
+968
+11% +$60.8K 0.02% 224
2024
Q2 		$534K Buy
8,824
+460
+5% +$28K 0.02% 232
2024
Q1 		$522K Hold
8,364
– – 0.02% 244
2023
Q4 		$486K Hold
8,364
– – 0.02% 244
2023
Q3 		$435K Sell
8,364
-696
-8% -$38.2K 0.02% 234
2023
Q2 		$499K Buy
9,060
+696
+8% +$36.5K 0.02% 234
2023
Q1 		$441K Sell
8,364
-1,184
-12% -$63K 0.02% 234
2022
Q4 		$486K Buy
9,548
+3,868
+68% +$197K 0.02% 226
2022
Q3 		$267K Sell
5,680
-2,688
-32% -$140K 0.01% 270
2022
Q2 		$412K Buy
8,368
+3,540
+73% +$191K 0.02% 223
2022
Q1 		$287K Buy
4,828
+1,300
+37% +$76.3K 0.01% 246
2021
Q4 		$225K Hold
3,528
– – 0.01% 248
2021
Q3 		$209K Hold
3,528
– – 0.01% 249
2021
Q2 		$209K Buy
+3,528
New +$204K 0.01% 238
2020
Q3 		– Sell
-4,600
Closed -$188K – 269
2020
Q2 		$188K Sell
4,600
-2,000
-30% -$76.6K 0.01% 236
2020
Q1 		$217K Sell
6,600
-3,468
-34% -$144K 0.01% 219
2019
Q4 		$449K Buy
10,068
+2,000
+25% +$85.9K 0.02% 173
2019
Q3 		$338K Buy
8,068
+1,468
+22% +$61.3K 0.02% 209
2019
Q2 		$276K Hold
6,600
– – 0.02% 229
2019
Q1 		$265K Sell
6,600
-1,000
-13% -$38.5K 0.02% 233
2018
Q4 		$263K Sell
7,600
-48
-0.6% -$1.8K 0.02% 232
2018
Q3 		$314K Sell
7,648
-588
-7% -$24K 0.02% 247
2018
Q2 		$325K Buy
+8,236
New +$323K 0.02% 219

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 $1.88B AUM 29.07% 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

Boston Financial Management's VO Position: Q4 2024 in Review

Boston Financial Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q4 2024, selling an estimated $10.9K and leaving 9,632 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #226.

Boston Financial Management first reported a position in VO in Q2 2018 and has held it in 24 quarters since. The position peaked at $646K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Boston Financial Management held 9,632 shares of Vanguard Morningstar Mid-Cap ETF worth $636K as of Q4 2024.
  • Boston Financial Management sold 160 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $10.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #226 holding.
  • Boston Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 24 quarters since.
  • Boston Financial Management's Vanguard Morningstar Mid-Cap ETF position peaked at $646K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.