First Capital Advisors Group’s Vanguard Mid-Cap ETF VO Stock Holding History

First Capital Advisors Group’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 Q2	$41.4K	Buy	752 +4	+0.5%	+$210	0.02%	326
2023 Q1	$39.5K	Hold	748	–	–	0.03%	174
2022 Q4	$38.1K	Sell	748 -460	-38%	-$23.4K	0.03%	185
2022 Q3	$57K	Buy	+1,208	New	+$63.1K	0.05%	158
2018 Q2	–	Sell	-240	Closed	-$9K	–	744
2018 Q1	$9K	Buy	+240	New	+$9.45K	0.01%	561

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

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

First Capital Advisors Group's VO Position: Q2 2023 in Review

First Capital Advisors Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.53% in Q2 2023, buying an estimated $210 and bringing the position to 752 shares worth $41.4K. The position accounts for 0.02% of the portfolio, ranked #326.

First Capital Advisors Group first reported a position in VO in Q1 2018 and has held it in 5 quarters since. The position peaked at $57K in Q3 2022. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

First Capital Advisors Group held 752 shares of Vanguard Mid-Cap ETF worth $41.4K as of Q2 2023.
First Capital Advisors Group bought 4 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $210.
Vanguard Mid-Cap ETF made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #326 holding.
First Capital Advisors Group first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's Vanguard Mid-Cap ETF position peaked at $57K in Q3 2022.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.