Dechtman Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dechtman Wealth Management’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	$35.6M	Buy	538,408 +24,728	+5%	+$1.68M	6.87%	5
2024 Q3	$33.9M	Buy	513,680 +95,672	+23%	+$6.01M	6.93%	5
2024 Q2	$25.3M	Sell	418,008 -3,212	-0.8%	-$195K	5.65%	6
2024 Q1	$26.3M	Buy	421,220 +10,792	+3%	+$638K	6.14%	5
2023 Q4	$23.9M	Sell	410,428 -13,572	-3%	-$725K	6.28%	5
2023 Q3	$22.1M	Buy	424,000 +13,812	+3%	+$757K	6.54%	6
2023 Q2	$22.6M	Buy	+410,188	New	+$21.5M	6.72%	6

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dechtman Wealth Management's VO Position: Q4 2024 in Review

Dechtman Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.8% in Q4 2024, buying an estimated $1.68M and bringing the position to 538,408 shares worth $35.6M. The position accounts for 6.87% of the portfolio, ranked #5.

Dechtman Wealth Management first reported a position in VO in Q2 2023 and has held it in 7 quarters since. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Dechtman Wealth Management held 538,408 shares of Vanguard Morningstar Mid-Cap ETF worth $35.6M as of Q4 2024.
Dechtman Wealth Management bought 24,728 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $1.68M.
Vanguard Morningstar Mid-Cap ETF made up 6.87% of Dechtman Wealth Management's portfolio in Q4 2024, its #5 holding.
Dechtman Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.