ECG
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EPIQ Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

EPIQ Capital 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
2024
Q4 		$226K Buy
3,420
+12
+0.4% +$815 0.06% 72
2024
Q3 		$225K Buy
3,408
+28
+0.8% +$1.76K 0.06% 63
2024
Q2 		$205K Hold
3,380
– – 0.07% 61
2024
Q1 		$211K Buy
+3,380
New +$200K 0.08% 56
2023
Q4 		– Sell
-6,708
Closed -$349K – 60
2023
Q3 		$349K Buy
6,708
+24
+0.4% +$1.32K 0.19% 36
2023
Q2 		$368K Buy
6,684
+28
+0.4% +$1.47K 0.19% 35
2023
Q1 		$351K Buy
6,656
+24
+0.4% +$1.28K 0.18% 36
2022
Q4 		$338K Buy
6,632
+36
+0.5% +$1.83K 0.19% 35
2022
Q3 		$310K Buy
6,596
+28
+0.4% +$1.46K 0.16% 34
2022
Q2 		$323K Buy
6,568
+20
+0.3% +$1.08K 0.13% 35
2022
Q1 		$389K Buy
6,548
+20
+0.3% +$1.17K 0.11% 39
2021
Q4 		$416K Buy
6,528
+24
+0.4% +$1.5K 0.07% 44
2021
Q3 		$385K Buy
6,504
+16
+0.2% +$967 0.04% 45
2021
Q2 		$385K Buy
6,488
+20
+0.3% +$1.16K 0.04% 40
2021
Q1 		$358K Buy
6,468
+16
+0.2% +$868 0.04% 37
2020
Q4 		$333K Buy
6,452
+32
+0.5% +$1.55K 0.06% 37
2020
Q3 		$283K Buy
6,420
+24
+0.4% +$1.05K 0.04% 37
2020
Q2 		$262K Buy
6,396
+24
+0.4% +$919 0.05% 36
2020
Q1 		$210K Buy
6,372
+36
+0.6% +$1.49K 0.06% 36
2019
Q4 		$282K Buy
+6,336
New +$272K 0.07% 36

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return