DFA
VO icon

Davies Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Davies Financial 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 		– Sell
-3,460
Closed -$228K – 73
2024
Q3 		$228K Sell
3,460
-10,904
-76% -$685K 0.2% 68
2024
Q2 		$869K Buy
+14,364
New +$873K 0.81% 30

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

Davies Financial Advisors's VO Position: Q4 2024 in Review

Davies Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 3,460 shares — an estimated $228K sold.

Davies Financial Advisors first reported a position in VO in Q2 2024 and held it in 2 quarters. The position peaked at $869K in Q2 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Davies Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Davies Financial Advisors sold 3,460 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $228K.
  • Davies Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Davies Financial Advisors's Vanguard Mid-Cap ETF position peaked at $869K in Q2 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Davies Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.