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

Criterion Capital 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
Q4 		$55.7K Hold
920
– – 0.04% 127
2024
Q3 		$55.7K Hold
920
– – 0.04% 127
2024
Q2 		$55.7K Hold
920
– – 0.04% 127
2024
Q1 		$57.5K Hold
920
– – 0.04% 126
2023
Q4 		$53.5K Buy
+920
New +$49.2K 0.04% 133

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Criterion Capital Advisors's VO Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2024 at 920 shares worth $55.7K. The position accounts for 0.04% of the portfolio, ranked #127.

Criterion Capital Advisors first reported a position in VO in Q4 2023 and has held it in 5 quarters since. The position peaked at $57.5K in Q1 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Criterion Capital Advisors held 920 shares of Vanguard Mid-Cap ETF worth $55.7K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Mid-Cap ETF made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #127 holding.
  • Criterion Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Vanguard Mid-Cap ETF position peaked at $57.5K in Q1 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.