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Carmichael Hill & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Carmichael Hill & Associates’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
Q3 		$3.57M Buy
54,176
+3,648
+7% +$229K 1.27% 16
2024
Q2 		$3.06M Sell
50,528
-48
-0.1% -$2.92K 1.2% 20
2024
Q1 		$3.16M Buy
50,576
+2,204
+5% +$130K 1.25% 19
2023
Q4 		$2.81M Buy
48,372
+788
+2% +$42.1K 1.17% 20
2023
Q3 		$2.48M Buy
47,584
+304
+0.6% +$16.7K 1.14% 21
2023
Q2 		$2.6M Buy
47,280
+1,204
+3% +$63.1K 1.16% 20
2023
Q1 		$2.43M Buy
46,076
+152
+0.3% +$8.09K 1.17% 20
2022
Q4 		$2.34M Buy
45,924
+2,160
+5% +$110K 1.2% 21
2022
Q3 		$2.06M Buy
43,764
+3,268
+8% +$171K 1.11% 21
2022
Q2 		$1.99M Buy
40,496
+4,580
+13% +$247K 1.05% 22
2022
Q1 		$2.14M Buy
35,916
+3,176
+10% +$186K 0.98% 23
2021
Q4 		$2.08M Buy
32,740
+2,020
+7% +$127K 0.94% 24
2021
Q3 		$1.82M Buy
30,720
+280
+0.9% +$16.9K 0.9% 26
2021
Q2 		$1.81M Buy
30,440
+56
+0.2% +$3.25K 0.92% 24
2021
Q1 		$1.68M Sell
30,384
-484
-2% -$26.3K 0.93% 23
2020
Q4 		$1.6M Buy
30,868
+256
+0.8% +$12.4K 0.94% 23
2020
Q3 		$1.35M Buy
30,612
+88
+0.3% +$3.83K 0.9% 24
2020
Q2 		$1.25M Buy
30,524
+944
+3% +$36.2K 0.92% 26
2020
Q1 		$974K Buy
29,580
+2,984
+11% +$124K 0.85% 29
2019
Q4 		$1.19M Sell
26,596
-200
-0.7% -$8.59K 0.84% 29
2019
Q3 		$1.12M Buy
26,796
+1,028
+4% +$43K 1.11% 26
2019
Q2 		$1.08M Sell
25,768
-520
-2% -$21.3K 1.07% 28
2019
Q1 		$1.06M Sell
26,288
-100
-0.4% -$3.85K 1.09% 30
2018
Q4 		$912K Buy
26,388
+4,408
+20% +$165K 1.04% 30
2018
Q3 		$902K Sell
21,980
-92
-0.4% -$3.75K 0.87% 34
2018
Q2 		$870K Buy
22,072
+68
+0.3% +$2.67K 0.94% 32
2018
Q1 		$848K Buy
22,004
+248
+1% +$9.77K 0.93% 33
2017
Q4 		$842K Buy
+21,756
New +$821K 0.92% 32

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
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
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

Carmichael Hill & Associates's VO Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Mid-Cap ETF (VO) stake by 7.2% in Q3 2024, buying an estimated $229K and bringing the position to 54,176 shares worth $3.57M. The position accounts for 1.27% of the portfolio, ranked #16.

Carmichael Hill & Associates first reported a position in VO in Q4 2017 and has held it in 28 quarters since. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Carmichael Hill & Associates held 54,176 shares of Vanguard Mid-Cap ETF worth $3.57M as of Q3 2024.
  • Carmichael Hill & Associates bought 3,648 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $229K.
  • Vanguard Mid-Cap ETF made up 1.27% of Carmichael Hill & Associates's portfolio in Q3 2024, its #16 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.