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Cedar Brook Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-52,864
Closed -$3.3M – 400
2024
Q1 		$3.3M Buy
52,864
+1,068
+2% +$63.1K 0.65% 37
2023
Q4 		$2.98M Buy
51,796
+260
+0.5% +$13.9K 0.66% 35
2023
Q3 		$2.68M Buy
51,536
+3,304
+7% +$181K 0.7% 30
2023
Q2 		$2.65M Sell
48,232
-180
-0.4% -$9.44K 0.63% 35
2023
Q1 		$2.55M Buy
48,412
+140
+0.3% +$7.45K 0.66% 32
2022
Q4 		$2.46M Sell
48,272
-1,256
-3% -$64K 0.69% 31
2022
Q3 		$2.33M Sell
49,528
-240
-0.5% -$12.5K 0.75% 29
2022
Q2 		$2.45M Sell
49,768
-2,212
-4% -$120K 0.77% 28
2022
Q1 		$3.09M Buy
51,980
+1,512
+3% +$88.7K 0.8% 26
2021
Q4 		$3.21M Buy
50,468
+1,324
+3% +$83K 0.82% 23
2021
Q3 		$2.91M Buy
49,144
+416
+0.9% +$25.1K 0.87% 20
2021
Q2 		$2.89M Buy
48,728
+4,224
+9% +$245K 0.84% 20
2021
Q1 		$2.46M Buy
44,504
+168
+0.4% +$9.12K 0.85% 21
2020
Q4 		$2.29M Buy
44,336
+856
+2% +$41.4K 0.81% 25
2020
Q3 		$1.92M Sell
43,480
-640
-1% -$27.9K 0.75% 26
2020
Q2 		$1.81M Buy
44,120
+2,152
+5% +$82.4K 0.81% 25
2020
Q1 		$1.38M Buy
41,968
+2,460
+6% +$102K 0.77% 26
2019
Q4 		$1.76M Buy
39,508
+6,124
+18% +$263K 0.75% 31
2019
Q3 		$1.4M Buy
33,384
+18,180
+120% +$760K 0.62% 36
2019
Q2 		$635K Sell
15,204
-2,552
-14% -$104K 0.29% 110
2019
Q1 		$714K Buy
17,756
+4,088
+30% +$157K 0.35% 86
2018
Q4 		$472K Buy
+13,668
New +$513K 0.29% 120

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

Cedar Brook Financial Partners's VO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 52,864 shares — an estimated $3.3M sold.

Cedar Brook Financial Partners first reported a position in VO in Q4 2018 and held it in 22 quarters. The position peaked at $3.3M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 52,864 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $3.3M.
  • Cedar Brook Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard Mid-Cap ETF position peaked at $3.3M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.