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

Davidson Investment 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
2023
Q4 		– Sell
-8,800
Closed -$458K – 130
2023
Q3 		$458K Buy
+8,800
New +$483K 0.03% 98

Other funds holding VO

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Davidson Investment Advisors's VO Position: Q4 2023 in Review

Davidson Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 8,800 shares — an estimated $458K sold.

Davidson Investment Advisors first reported a position in VO in Q3 2023 and held it in 1 quarter. The position peaked at $458K in Q3 2023. 1,829 funds tracked by Wall St. Rank hold VO as of Q4 2023.

  • Davidson Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Davidson Investment Advisors sold 8,800 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $458K.
  • Davidson Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Davidson Investment Advisors's Vanguard Mid-Cap ETF position peaked at $458K in Q3 2023.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Davidson Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.