Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FGAM
Financial Gravity Asset Management’s
Vanguard Mid-Cap ETF
VO
Stock Holding History
Financial Gravity 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
2026
Q1
$6.03K
Hold
84
–
–
﹤0.01%
640
2025
Q4
$6.09K
Hold
84
–
–
﹤0.01%
541
2025
Q3
$6.17K
Buy
+84
New
+$6.03K
﹤0.01%
649
2025
Q1
$12.7K
Buy
+196
New
+$13.2K
﹤0.01%
558
2024
Q2
$33.7K
Sell
276
-444
-62%
-$27K
0.01%
315
2024
Q1
$43.4K
Buy
720
+360
+100%
+$21.3K
0.01%
410
2023
Q4
$20.9K
Buy
+360
New
+$19.2K
﹤0.01%
681
2019
Q4
–
Sell
-288
Closed
-$12K
–
1732
2019
Q3
$12K
Hold
288
–
–
0.01%
583
2019
Q2
$12K
Hold
288
–
–
0.01%
564
2019
Q1
$12K
Buy
+288
New
+$11.1K
0.01%
528
2018
Q3
$11K
Hold
288
–
–
0.01%
565
2018
Q2
$12K
Sell
288
-1,460
-84%
-$57.3K
0.01%
539
2018
Q1
$67K
Buy
+1,748
New
+$68.8K
0.07%
250
Other funds holding VO
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close