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Cetera Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Cetera Advisors’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
Q1 		$74M Buy
1,185,128
+200,144
+20% +$11.8M 0.58% 22
2023
Q4 		$57.3M Buy
984,984
+29,432
+3% +$1.57M 0.79% 13
2023
Q3 		$49.7M Buy
955,552
+57,508
+6% +$3.15M 0.78% 16
2023
Q2 		$49.4M Buy
898,044
+212,800
+31% +$11.2M 0.78% 18
2023
Q1 		$36.1M Buy
685,244
+51,116
+8% +$2.72M 0.6% 31
2022
Q4 		$32.3M Sell
634,128
-9,160
-1% -$467K 0.59% 33
2022
Q3 		$30.2M Buy
643,288
+93,088
+17% +$4.86M 0.8% 20
2022
Q2 		$27.1M Buy
550,200
+162,560
+42% +$8.78M 0.62% 31
2022
Q1 		$23M Buy
387,640
+237,600
+158% +$13.9M 0.46% 41
2021
Q4 		$9.56M Buy
150,040
+10,808
+8% +$678K 0.19% 109
2021
Q3 		$8.24M Buy
139,232
+10,408
+8% +$629K 0.16% 135
2021
Q2 		$7.64M Buy
128,824
+14,376
+13% +$833K 0.18% 122
2021
Q1 		$6.33M Buy
114,448
+8,904
+8% +$483K 0.17% 128
2020
Q4 		$5.46M Buy
105,544
+3,692
+4% +$179K 0.17% 118
2020
Q3 		$4.49M Buy
101,852
+4,944
+5% +$215K 0.17% 126
2020
Q2 		$3.97M Sell
96,908
-9,124
-9% -$349K 0.17% 128
2020
Q1 		$3.48M Sell
106,032
-4,252
-4% -$176K 0.19% 123
2019
Q4 		$4.91M Buy
110,284
+1,664
+2% +$71.5K 0.21% 106
2019
Q3 		$4.56M Sell
108,620
-31,968
-23% -$1.34M 0.2% 111
2019
Q2 		$5.88M Buy
140,588
+572
+0.4% +$23.4K 0.26% 82
2019
Q1 		$5.62M Buy
140,016
+9,036
+7% +$348K 0.28% 84
2018
Q4 		$4.53M Sell
130,980
-21,236
-14% -$797K 0.26% 91
2018
Q3 		$6.23M Buy
152,216
+32,816
+27% +$1.34M 0.31% 74
2018
Q2 		$4.72M Buy
119,400
+2,748
+2% +$108K 0.27% 89
2018
Q1 		$4.49M Buy
+116,652
New +$4.59M 0.27% 94
2017
Q4 		– Sell
-108,100
Closed -$3.97M – 857
2017
Q3 		$3.97M Buy
108,100
+1,024
+1% +$36.9K 0.24% 101
2017
Q2 		$3.82M Sell
107,076
-2,432
-2% -$85.9K 0.24% 100
2017
Q1 		$3.81M Buy
109,508
+1,240
+1% +$42.6K 0.25% 92
2016
Q4 		$3.57M Sell
108,268
-63,432
-37% -$2.05M 0.27% 87
2016
Q3 		$5.55M Buy
171,700
+74,760
+77% +$2.4M 0.43% 49
2016
Q2 		$2.97M Buy
96,940
+4,660
+5% +$142K 0.23% 101
2016
Q1 		$2.78M Sell
92,280
-3,004
-3% -$85K 0.23% 103
2015
Q4 		$2.86M Buy
95,284
+10,680
+13% +$326K 0.24% 102
2015
Q3 		$2.48M Sell
84,604
-23,236
-22% -$724K 0.24% 105
2015
Q2 		$3.41M Buy
107,840
+39,432
+58% +$1.28M 0.29% 89
2015
Q1 		$2.27M Buy
68,408
+10,568
+18% +$332K 0.21% 121
2014
Q4 		$1.77M Sell
57,840
-16,668
-22% -$502K 0.17% 147
2014
Q3 		$2.19M Sell
74,508
-9,520
-11% -$283K 0.17% 109
2014
Q2 		$2.5M Buy
84,028
+16,356
+24% +$467K 0.28% 86
2014
Q1 		$1.92M Buy
67,672
+4,740
+8% +$132K 0.26% 86
2013
Q4 		$1.74M Buy
62,932
+2,372
+4% +$63.2K 0.26% 95
2013
Q3 		$1.54M Sell
60,560
-4,900
-7% -$123K 0.28% 93
2013
Q2 		$1.55M Buy
+65,460
New +$1.55M 0.32% 80

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

Cetera Advisors's VO Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 20% in Q1 2024, buying an estimated $11.8M and bringing the position to 1,185,128 shares worth $74M. The position accounts for 0.58% of the portfolio, ranked #22.

Cetera Advisors first reported a position in VO in Q2 2013 and has held it in 43 quarters since. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Cetera Advisors held 1,185,128 shares of Vanguard Mid-Cap ETF worth $74M as of Q1 2024.
  • Cetera Advisors bought 200,144 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $11.8M.
  • Vanguard Mid-Cap ETF made up 0.58% of Cetera Advisors's portfolio in Q1 2024, its #22 holding.
  • Cetera Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 43 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.