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Fullen Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Fullen Financial 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
Q1 		$631K Buy
12,064
+44
+0.4% +$2.34K 0.34% 40
2022
Q4 		$661K Buy
12,020
+68
+0.6% +$3.46K 0.38% 39
2022
Q3 		$610K Buy
11,952
+92
+0.8% +$4.81K 0.39% 38
2022
Q2 		$584K Buy
11,860
+88
+0.7% +$4.75K 0.38% 38
2022
Q1 		$700K Buy
11,772
+20
+0.2% +$1.17K 0.41% 38
2021
Q4 		$749K Buy
11,752
+44
+0.4% +$2.76K 0.42% 37
2021
Q3 		$720K Buy
11,708
+28
+0.2% +$1.69K 0.41% 38
2021
Q2 		$693K Buy
11,680
+36
+0.3% +$2.09K 0.41% 39
2021
Q1 		$644K Buy
11,644
+32
+0.3% +$1.74K 0.41% 40
2020
Q4 		$600K Buy
11,612
+52
+0.4% +$2.52K 0.41% 42
2020
Q3 		$509K Hold
11,560
– – 0.39% 42
2020
Q2 		$474K Buy
+11,560
New +$443K 0.39% 42

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fullen Financial Group's VO Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.37% in Q1 2023, buying an estimated $2.34K and bringing the position to 12,064 shares worth $631K. The position accounts for 0.34% of the portfolio, ranked #40.

Fullen Financial Group first reported a position in VO in Q2 2020 and has held it in 12 quarters since. The position peaked at $749K in Q4 2021. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • Fullen Financial Group held 12,064 shares of Vanguard Mid-Cap ETF worth $631K as of Q1 2023.
  • Fullen Financial Group bought 44 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $2.34K.
  • Vanguard Mid-Cap ETF made up 0.34% of Fullen Financial Group's portfolio in Q1 2023, its #40 holding.
  • Fullen Financial Group first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 12 quarters since.
  • Fullen Financial Group's Vanguard Mid-Cap ETF position peaked at $749K in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.