CWM
VO icon

Campbell Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Campbell Wealth 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 		$208K Hold
3,152
– – 0.02% 92
2024
Q3 		$208K Buy
+3,152
New +$198K 0.02% 66
2022
Q2 		– Sell
-3,748
Closed -$223K – 77
2022
Q1 		$223K Buy
+3,748
New +$220K 0.03% 73
2020
Q3 		– Sell
-1,796
Closed -$74K – 335
2020
Q2 		$74K Buy
+1,796
New +$68.8K 0.01% 116

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

Campbell Wealth Management's VO Position: Q4 2024 in Review

Campbell Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2024 at 3,152 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #92.

Campbell Wealth Management first reported a position in VO in Q2 2020 and has held it in 4 quarters since. The position peaked at $223K in Q1 2022. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Campbell Wealth Management held 3,152 shares of Vanguard Mid-Cap ETF worth $208K as of Q4 2024.
  • Campbell Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Mid-Cap ETF made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #92 holding.
  • Campbell Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 4 quarters since.
  • Campbell Wealth Management's Vanguard Mid-Cap ETF position peaked at $223K in Q1 2022.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.