Evensky & Katz’s Vanguard Mid-Cap ETF VO Stock Holding History

Evensky & Katz’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 Q3	–	Sell	-400	Closed	-$24K	–	86
2024 Q2	$24K	Sell	400 -208	-34%	-$12.6K	﹤0.01%	79
2024 Q1	$38K	Hold	608	–	–	﹤0.01%	80
2023 Q4	$35K	Buy	608 +208	+52%	+$11.1K	﹤0.01%	79
2023 Q3	$21K	Hold	400	–	–	﹤0.01%	81
2023 Q2	$22K	Hold	400	–	–	﹤0.01%	82
2023 Q1	$21K	Sell	400 -92	-19%	-$4.89K	﹤0.01%	82
2022 Q4	$25K	Buy	492 +92	+23%	+$4.69K	﹤0.01%	81
2022 Q3	$19K	Hold	400	–	–	﹤0.01%	78
2022 Q2	$20K	Buy	+400	New	+$21.6K	﹤0.01%	76
2020 Q1	–	Sell	-3,264	Closed	-$145K	–	105
2019 Q4	$145K	Hold	3,264	–	–	0.02%	72
2019 Q3	$137K	Hold	3,264	–	–	0.02%	86
2019 Q2	$136K	Hold	3,264	–	–	0.02%	81
2019 Q1	$131K	Buy	+3,264	New	+$126K	0.02%	87

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Evensky & Katz's VO Position: Q3 2024 in Review

Evensky & Katz sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 400 shares — an estimated $24K sold.

Evensky & Katz first reported a position in VO in Q1 2019 and held it in 13 quarters. The position peaked at $145K in Q4 2019. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Evensky & Katz reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Evensky & Katz sold 400 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $24K.
Evensky & Katz first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 13 quarters.
Evensky & Katz's Vanguard Mid-Cap ETF position peaked at $145K in Q4 2019.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Evensky & Katz's 13F filing for Q3 2024, filed 8 Oct 2024.