Estate Counselors’s Vanguard Mid-Cap ETF VO Stock Holding History

Estate Counselors’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 Q4	–	Sell	-72,100	Closed	-$3.75M	–	138
2023 Q3	$3.75M	Hold	72,100	–	–	0.5%	40
2023 Q2	$3.97M	Sell	72,100 -640	-0.9%	-$33.6K	0.5%	41
2023 Q1	$3.84M	Buy	72,740 +960	+1%	+$51.1K	0.51%	38
2022 Q4	$3.66M	Buy	71,780 +24,400	+51%	+$1.24M	0.51%	50
2022 Q3	$2.23M	Buy	47,380 +4,660	+11%	+$244K	0.34%	47
2022 Q2	$2.1M	Buy	42,720 +6,000	+16%	+$324K	0.31%	49
2022 Q1	$2.18M	Sell	36,720 -320	-0.9%	-$18.8K	0.28%	53
2021 Q4	$2.36M	Sell	37,040 -11,920	-24%	-$747K	0.29%	46
2021 Q3	$2.9M	Sell	48,960 -164,360	-77%	-$9.93M	0.36%	47
2021 Q2	$12.7M	Buy	213,320 +5,080	+2%	+$294K	1.66%	17
2021 Q1	$11.5M	Hold	208,240	–	–	1.69%	19
2020 Q4	$10.8M	Sell	208,240 -161,120	-44%	-$7.8M	1.62%	18
2020 Q3	$16.3M	Buy	369,360 +24,440	+7%	+$1.07M	2.53%	9
2020 Q2	$14.1M	Sell	344,920 -34,764	-9%	-$1.33M	2.26%	12
2020 Q1	$12.5M	Buy	379,684 +304,884	+408%	+$12.6M	2.06%	13
2019 Q4	$3.33M	Sell	74,800 -160	-0.2%	-$6.87K	0.49%	49
2019 Q3	$3.14M	Hold	74,960	–	–	0.48%	50
2019 Q2	$3.13M	Sell	74,960 -3,600	-5%	-$147K	0.49%	50
2019 Q1	$3.16M	Buy	78,560 +2,400	+3%	+$92.3K	0.54%	41
2018 Q4	$2.63M	Sell	76,160 -1,600	-2%	-$60.1K	0.53%	51
2018 Q3	$3.19M	Hold	77,760	–	–	0.58%	45
2018 Q2	$3.06M	Sell	77,760 -5,040	-6%	-$198K	0.58%	46
2018 Q1	$3.19M	Buy	82,800 +8,000	+11%	+$315K	0.59%	44
2017 Q4	$2.89M	Sell	74,800 -4,800	-6%	-$181K	0.58%	45
2017 Q3	$2.92M	Hold	79,600	–	–	0.58%	42
2017 Q2	$2.84M	Sell	79,600 -12,000	-13%	-$424K	0.64%	42
2017 Q1	$3.19M	Buy	91,600 +400	+0.4%	+$13.7K	0.83%	38
2016 Q4	$3M	Buy	91,200 +6,400	+8%	+$207K	0.83%	44
2016 Q3	$2.74M	Hold	84,800	–	–	1.06%	33
2016 Q2	$2.62M	Hold	84,800	–	–	1.04%	31
2016 Q1	$2.57M	Buy	84,800 +33,840	+66%	+$957K	1.13%	29
2015 Q4	$1.53M	Sell	50,960 -1,680	-3%	-$51.2K	0.62%	39
2015 Q3	$1.53M	Sell	52,640 -2,800	-5%	-$87.3K	0.62%	38
2015 Q2	$1.77M	Hold	55,440	–	–	0.61%	32
2015 Q1	$1.84M	Sell	55,440 -380,600	-87%	-$12M	0.65%	32
2014 Q4	$13.5M	Sell	436,040 -2,884	-0.7%	-$86.9K	4.76%	7
2014 Q3	$12.9M	Hold	438,924	–	–	4.96%	6
2014 Q2	$13M	Sell	438,924 -4,280	-1%	-$122K	4.97%	6
2014 Q1	$12.6M	Buy	443,204 +15,800	+4%	+$438K	5.05%	5
2013 Q4	$11.8M	Sell	427,404 -2,480	-0.6%	-$66K	5.22%	5
2013 Q3	$11M	Sell	429,884 -1,520	-0.4%	-$38.1K	5.1%	5
2013 Q2	$10.3M	Buy	+431,404	New	+$10.2M	5.21%	6

Other funds holding VO

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors's VO Position: Q4 2023 in Review

Estate Counselors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 72,100 shares — an estimated $3.75M sold.

Estate Counselors first reported a position in VO in Q2 2013 and held it in 42 quarters. The position peaked at $16.3M in Q3 2020. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Estate Counselors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Estate Counselors sold 72,100 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $3.75M.
Estate Counselors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 42 quarters.
Estate Counselors's Vanguard Mid-Cap ETF position peaked at $16.3M in Q3 2020.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.