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Coyle Financial Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Coyle Financial Counsel’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 		– Sell
-3,692
Closed -$215K – 80
2023
Q4 		$215K Sell
3,692
-992
-21% -$53K 0.08% 63
2023
Q3 		$244K Sell
4,684
-360
-7% -$19.7K 0.1% 56
2023
Q2 		$278K Hold
5,044
– – 0.12% 53
2023
Q1 		$266K Sell
5,044
-20
-0.4% -$1.06K 0.12% 55
2022
Q4 		$258K Sell
5,064
-712
-12% -$36.3K 0.12% 53
2022
Q3 		$271K Sell
5,776
-6,248
-52% -$327K 0.18% 49
2022
Q2 		$656K Buy
12,024
+5,776
+92% +$312K 0.36% 41
2022
Q1 		$372K Buy
+6,248
New +$367K 0.2% 53
2016
Q1 		– Sell
-110,864
Closed -$3.33M – 42
2015
Q4 		$3.33M Buy
110,864
+32,504
+41% +$992K 3.27% 12
2015
Q3 		$2.29M Buy
78,360
+1,444
+2% +$45K 2.15% 12
2015
Q2 		$2.45M Buy
76,916
+408
+0.5% +$13.2K 2.75% 12
2015
Q1 		$2.54M Buy
76,508
+1,688
+2% +$53.1K 2.83% 13
2014
Q4 		$2.31M Buy
74,820
+3,284
+5% +$99K 2.79% 11
2014
Q3 		$2.1M Buy
71,536
+4,104
+6% +$122K 2.62% 13
2014
Q2 		$2M Sell
67,432
-35,072
-34% -$1M 2.75% 12
2014
Q1 		$2.91M Buy
102,504
+6,620
+7% +$184K 4.07% 9
2013
Q4 		$2.64M Buy
+95,884
New +$2.55M 3.65% 11

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

Coyle Financial Counsel's VO Position: Q1 2024 in Review

Coyle Financial Counsel sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2024, closing a stake of 3,692 shares — an estimated $215K sold.

Coyle Financial Counsel first reported a position in VO in Q4 2013 and held it in 17 quarters. The position peaked at $3.33M in Q4 2015. 1,862 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Coyle Financial Counsel reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Coyle Financial Counsel sold 3,692 Vanguard Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $215K.
  • Coyle Financial Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and held it in 17 quarters.
  • Coyle Financial Counsel's Vanguard Morningstar Mid-Cap ETF position peaked at $3.33M in Q4 2015.
  • 1,862 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2024.

Based on Coyle Financial Counsel's 13F filing for Q1 2024, filed 15 May 2024.