DB Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

DB Wealth Management Group’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	$691K	Buy	11,880 +32	+0.3%	+$1.71K	0.39%	48
2023 Q3	$617K	Buy	11,848 +464	+4%	+$25.4K	0.39%	45
2023 Q2	$627K	Buy	11,384 +32	+0.3%	+$1.68K	0.38%	49
2023 Q1	$599K	Sell	11,352 -68	-0.6%	-$3.62K	0.38%	49
2022 Q4	$582K	Sell	11,420 -2,592	-18%	-$132K	0.38%	50
2022 Q3	$658K	Sell	14,012 -544	-4%	-$28.4K	0.47%	43
2022 Q2	$717K	Buy	14,556 +1,084	+8%	+$58.6K	0.49%	46
2022 Q1	$801K	Buy	13,472 +88	+0.7%	+$5.16K	0.48%	45
2021 Q4	$853K	Sell	13,384 -932	-7%	-$58.4K	0.5%	48
2021 Q3	$847K	Buy	14,316 +4	+0%	+$242	0.55%	44
2021 Q2	$849K	Buy	14,312 +8	+0.1%	+$464	0.54%	46
2021 Q1	$792K	Buy	14,304 +4	+0%	+$217	0.54%	45
2020 Q4	$739K	Buy	+14,300	New	+$692K	0.54%	44

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

DB Wealth Management Group's VO Position: Q4 2023 in Review

DB Wealth Management Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.27% in Q4 2023, buying an estimated $1.71K and bringing the position to 11,880 shares worth $691K. The position accounts for 0.39% of the portfolio, ranked #48.

DB Wealth Management Group first reported a position in VO in Q4 2020 and has held it in 13 quarters since. The position peaked at $853K in Q4 2021. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

DB Wealth Management Group held 11,880 shares of Vanguard Mid-Cap ETF worth $691K as of Q4 2023.
DB Wealth Management Group bought 32 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $1.71K.
Vanguard Mid-Cap ETF made up 0.39% of DB Wealth Management Group's portfolio in Q4 2023, its #48 holding.
DB Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Vanguard Mid-Cap ETF position peaked at $853K in Q4 2021.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.