EPIQ Capital Group’s Vanguard Morningstar 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	0.18%	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	0.18%	35
2022 Q3	$310K	Buy	6,596 +28	+0.4%	+$1.46K	0.15%	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	0.05%	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	0.04%	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 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

EPIQ Capital Group's VO Position: Q4 2024 in Review

EPIQ Capital Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.35% in Q4 2024, buying an estimated $815 and bringing the position to 3,420 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #72.

EPIQ Capital Group first reported a position in VO in Q4 2019 and has held it in 20 quarters since. The position peaked at $416K in Q4 2021. 2,142 funds tracked by Wall St. Rank hold VO as of Q4 2024.

EPIQ Capital Group held 3,420 shares of Vanguard Morningstar Mid-Cap ETF worth $226K as of Q4 2024.
EPIQ Capital Group bought 12 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $815.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of EPIQ Capital Group's portfolio in Q4 2024, its #72 holding.
EPIQ Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
EPIQ Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $416K in Q4 2021.
2,142 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.