Charles D. Hyman’s Vanguard Mid-Cap ETF VO Stock Holding History

Charles D. Hyman’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	$2.1M	Hold	34,668	–	–	0.12%	91
2024 Q1	$2.17M	Hold	34,668	–	–	0.12%	91
2023 Q4	$2.02M	Sell	34,668 -308	-0.9%	-$16.5K	0.12%	92
2023 Q3	$1.82M	Buy	34,976 +764	+2%	+$41.9K	0.12%	95
2023 Q2	$1.88M	Hold	34,212	–	–	0.12%	94
2023 Q1	$1.8M	Buy	34,212 +148	+0.4%	+$7.87K	0.12%	97
2022 Q4	$1.74M	Hold	34,064	–	–	0.12%	97
2022 Q3	$1.6M	Hold	34,064	–	–	0.12%	96
2022 Q2	$1.68M	Hold	34,064	–	–	0.12%	96
2022 Q1	$2.02M	Sell	34,064 -2,000	-6%	-$117K	0.13%	94
2021 Q4	$2.3M	Sell	36,064 -2,060	-5%	-$129K	0.15%	91
2021 Q3	$2.26M	Sell	38,124 -40	-0.1%	-$2.42K	0.16%	90
2021 Q2	$2.27M	Sell	38,164 -2,260	-6%	-$131K	0.16%	90
2021 Q1	$2.24M	Hold	40,424	–	–	0.16%	85
2020 Q4	$2.09M	Hold	40,424	–	–	0.17%	87
2020 Q3	$1.78M	Hold	40,424	–	–	0.16%	91
2020 Q2	$1.66M	Buy	40,424 +664	+2%	+$25.4K	0.16%	88
2020 Q1	$1.31M	Sell	39,760 -60	-0.2%	-$2.48K	0.16%	80
2019 Q4	$1.77M	Hold	39,820	–	–	0.17%	80
2019 Q3	$1.67M	Buy	39,820 +360	+0.9%	+$15K	0.17%	80
2019 Q2	$1.65M	Hold	39,460	–	–	0.17%	81
2019 Q1	$1.59M	Hold	39,460	–	–	0.16%	87
2018 Q4	$1.36M	Buy	39,460 +9,720	+33%	+$365K	0.16%	86
2018 Q3	$1.22M	Hold	29,740	–	–	0.13%	93
2018 Q2	$1.17M	Hold	29,740	–	–	0.13%	91
2018 Q1	$1.15M	Hold	29,740	–	–	0.13%	89
2017 Q4	$1.15M	Hold	29,740	–	–	0.13%	90
2017 Q3	$1.09M	Sell	29,740 -2,800	-9%	-$101K	0.14%	85
2017 Q2	$1.16M	Buy	32,540 +1,540	+5%	+$54.4K	0.15%	83
2017 Q1	$1.08M	Hold	31,000	–	–	0.14%	85
2016 Q4	$1.02M	Hold	31,000	–	–	0.14%	87
2016 Q3	$1M	Buy	31,000 +400	+1%	+$12.8K	0.15%	85
2016 Q2	$946K	Buy	30,600 +1,200	+4%	+$36.7K	0.14%	86
2016 Q1	$891K	Hold	29,400	–	–	0.14%	88
2015 Q4	$883K	Sell	29,400 -400	-1%	-$12.2K	0.15%	84
2015 Q3	$869K	Sell	29,800 -1,400	-4%	-$43.6K	0.15%	87
2015 Q2	$994K	Hold	31,200	–	–	0.16%	87
2015 Q1	$1.03M	Hold	31,200	–	–	0.17%	86
2014 Q4	$964K	Sell	31,200 -1,200	-4%	-$36.2K	0.16%	85
2014 Q3	$950K	Hold	32,400	–	–	0.16%	88
2014 Q2	$961K	Hold	32,400	–	–	0.16%	89
2014 Q1	$920K	Hold	32,400	–	–	0.17%	90
2013 Q4	$891K	Hold	32,400	–	–	0.16%	91
2013 Q3	$830K	Hold	32,400	–	–	0.16%	92
2013 Q2	$771K	Buy	+32,400	New	+$768K	0.16%	91

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles D. Hyman's VO Position: Q2 2024 in Review

Charles D. Hyman held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2024 at 34,668 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #91.

Charles D. Hyman first reported a position in VO in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.3M in Q4 2021. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Charles D. Hyman held 34,668 shares of Vanguard Mid-Cap ETF worth $2.1M as of Q2 2024.
Charles D. Hyman left its Vanguard Mid-Cap ETF share count unchanged in Q2 2024.
Vanguard Mid-Cap ETF made up 0.12% of Charles D. Hyman's portfolio in Q2 2024, its #91 holding.
Charles D. Hyman first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 45 quarters since.
Charles D. Hyman's Vanguard Mid-Cap ETF position peaked at $2.3M in Q4 2021.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.