Douglass Winthrop Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Douglass Winthrop 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	-5,616	Closed	-$370K	–	299
2024 Q3	$370K	Buy	+5,616	New	+$353K	0.01%	222
2021 Q1	–	Sell	-4,752	Closed	-$246K	–	275
2020 Q4	$246K	Buy	+4,752	New	+$230K	0.01%	240
2020 Q3	–	Sell	-7,172	Closed	-$294K	–	270
2020 Q2	$294K	Buy	7,172 +752	+12%	+$28.8K	0.01%	214
2020 Q1	$211K	Sell	6,420 -8,348	-57%	-$346K	0.01%	219
2019 Q4	$658K	Buy	14,768 +9,548	+183%	+$410K	0.02%	163
2019 Q3	$219K	Hold	5,220	–	–	0.01%	250
2019 Q2	$218K	Buy	+5,220	New	+$214K	0.01%	247

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Douglass Winthrop Advisors's VO Position: Q4 2024 in Review

Douglass Winthrop Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 5,616 shares — an estimated $370K sold.

Douglass Winthrop Advisors first reported a position in VO in Q2 2019 and held it in 7 quarters. The position peaked at $658K in Q4 2019. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Douglass Winthrop Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Douglass Winthrop Advisors sold 5,616 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $370K.
Douglass Winthrop Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 7 quarters.
Douglass Winthrop Advisors's Vanguard Mid-Cap ETF position peaked at $658K in Q4 2019.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.