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DFPG Investments’s Vanguard Mid-Cap ETF VO Stock Holding History

DFPG Investments’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 		$662K Buy
11,636
+176
+2% +$9.4K 0.05% 326
2023
Q3 		$586K Buy
11,460
+1,064
+10% +$58.4K 0.05% 314
2023
Q2 		$593K Buy
10,396
+2,204
+27% +$116K 0.05% 342
2023
Q1 		$432K Buy
8,192
+3,832
+88% +$204K 0.05% 366
2022
Q4 		$233K Buy
+4,360
New +$222K 0.04% 400

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

DFPG Investments's VO Position: Q4 2023 in Review

DFPG Investments increased its Vanguard Mid-Cap ETF (VO) stake by 1.5% in Q4 2023, buying an estimated $9.4K and bringing the position to 11,636 shares worth $662K. The position accounts for 0.05% of the portfolio, ranked #326.

DFPG Investments first reported a position in VO in Q4 2022 and has held it in 5 quarters since. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

  • DFPG Investments held 11,636 shares of Vanguard Mid-Cap ETF worth $662K as of Q4 2023.
  • DFPG Investments bought 176 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $9.4K.
  • Vanguard Mid-Cap ETF made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #326 holding.
  • DFPG Investments first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.