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Equius Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Equius Partners’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
2022
Q4 		$792K Buy
+15,544
New +$792K 0.24% 13

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Equius Partners's VO Position: Q4 2022 in Review

Equius Partners opened a new position in Vanguard Mid-Cap ETF (VO) in Q4 2022: 15,544 shares worth $792K. The stake represents 0.24% of the portfolio and ranks #13 among its holdings.

1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Equius Partners held 15,544 shares of Vanguard Mid-Cap ETF worth $792K as of Q4 2022.
  • Vanguard Mid-Cap ETF was a new Equius Partners position in Q4 2022.
  • Vanguard Mid-Cap ETF made up 0.24% of Equius Partners's portfolio in Q4 2022, its #13 holding.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.