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Family Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Family Asset Management’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 		$109K Hold
1,660
– – 0.07% 120
2024
Q2 		$100K Buy
+1,660
New +$101K 0.06% 121
2023
Q3 		– Sell
-408
Closed -$22.5K – 195
2023
Q2 		$22.5K Buy
+408
New +$21.4K 0.02% 156

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Asset Management's VO Position: Q3 2024 in Review

Family Asset Management held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2024 at 1,660 shares worth $109K. The position accounts for 0.07% of the portfolio, ranked #120.

Family Asset Management first reported a position in VO in Q2 2023 and has held it in 3 quarters since. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Family Asset Management held 1,660 shares of Vanguard Mid-Cap ETF worth $109K as of Q3 2024.
  • Family Asset Management left its Vanguard Mid-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Mid-Cap ETF made up 0.07% of Family Asset Management's portfolio in Q3 2024, its #120 holding.
  • Family Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.