D. Scott Neal’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

D. Scott Neal’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
2023 Q4	–	Sell	-4,904	Closed	-$255K	–	67
2023 Q3	$255K	Buy	+4,904	New	+$269K	0.22%	53
2020 Q2	–	Sell	-12,852	Closed	-$423K	–	40
2020 Q1	$423K	Sell	12,852 -89,712	-87%	-$3.71M	0.25%	18
2019 Q4	$4.57M	Buy	102,564 +600	+0.6%	+$25.8K	2.2%	11
2019 Q3	$4.27M	Buy	101,964 +19,624	+24%	+$820K	2.2%	11
2019 Q2	$3.44M	Buy	+82,340	New	+$3.37M	1.87%	10
2017 Q4	–	Sell	-8	Closed	–	–	193
2017 Q3	$0	Sell	8 -180	-96%	-$6.49K	﹤0.01%	204
2017 Q2	$7K	Hold	188	–	–	﹤0.01%	149
2017 Q1	$7K	Sell	188 -192	-51%	-$6.6K	﹤0.01%	130
2016 Q4	$13K	Hold	380	–	–	0.01%	110
2016 Q3	$12K	Buy	+380	New	+$12.2K	0.01%	107

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

D. Scott Neal's VO Position: Q4 2023 in Review

D. Scott Neal sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2023, closing a stake of 4,904 shares — an estimated $255K sold.

D. Scott Neal first reported a position in VO in Q3 2016 and held it in 10 quarters. The position peaked at $4.57M in Q4 2019. 1,829 funds tracked by Wall St. Rank hold VO as of Q4 2023.

D. Scott Neal reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
D. Scott Neal sold 4,904 Vanguard Morningstar Mid-Cap ETF shares in Q4 2023, an estimated $255K.
D. Scott Neal first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and held it in 10 quarters.
D. Scott Neal's Vanguard Morningstar Mid-Cap ETF position peaked at $4.57M in Q4 2019.
1,829 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2023.

Based on D. Scott Neal's 13F filing for Q4 2023, filed 17 Jan 2024.