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

Cassady Schiller 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	$342K	Sell	5,184 -24	-0.5%	-$1.63K	0.13%	84
2024 Q3	$344K	Buy	5,208 +600	+13%	+$37.7K	0.13%	83
2024 Q2	$279K	Buy	4,608 +396	+9%	+$24.1K	0.11%	91
2024 Q1	$263K	Buy	4,212 +308	+8%	+$18.2K	0.12%	93
2023 Q4	$227K	Buy	3,904 +156	+4%	+$8.34K	0.11%	99
2023 Q3	$195K	Buy	3,748 +240	+7%	+$13.2K	0.11%	100
2023 Q2	$193K	Buy	3,508 +696	+25%	+$36.5K	0.1%	106
2023 Q1	$148K	Buy	2,812 +316	+13%	+$16.8K	0.07%	121
2022 Q4	$127K	Buy	+2,496	New	+$127K	0.08%	120
2022 Q1	–	Sell	-1,932	Closed	-$123K	–	583
2021 Q4	$123K	Buy	+1,932	New	+$121K	0.07%	123

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's VO Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.46% in Q4 2024, selling an estimated $1.63K and leaving 5,184 shares worth $342K. The position accounts for 0.13% of the portfolio, ranked #84.

Cassady Schiller Wealth Management first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $344K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Cassady Schiller Wealth Management held 5,184 shares of Vanguard Mid-Cap ETF worth $342K as of Q4 2024.
Cassady Schiller Wealth Management sold 24 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $1.63K.
Vanguard Mid-Cap ETF made up 0.13% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #84 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Vanguard Mid-Cap ETF position peaked at $344K in Q3 2024.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.