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Econ Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Econ Financial Services’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
Q3 		– Sell
-38,192
Closed -$2.1M – 105
2023
Q2 		$2.1M Buy
38,192
+732
+2% +$38.4K 1.48% 26
2023
Q1 		$1.98M Buy
+37,460
New +$1.99M 1.5% 26
2022
Q1 		– Sell
-44,204
Closed -$2.81M – 203
2021
Q4 		$2.81M Buy
+44,204
New +$2.77M 2.08% 17

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Econ Financial Services's VO Position: Q3 2023 in Review

Econ Financial Services sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 38,192 shares — an estimated $2.1M sold.

Econ Financial Services first reported a position in VO in Q4 2021 and held it in 3 quarters. The position peaked at $2.81M in Q4 2021. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • Econ Financial Services reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 38,192 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $2.1M.
  • Econ Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's Vanguard Mid-Cap ETF position peaked at $2.81M in Q4 2021.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.