Geller Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Geller Advisors’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 Q4	$13.8M	Hold	208,344	–	–	0.9%	13
2024 Q3	$13.7M	Buy	208,344 +3,684	+2%	+$231K	0.95%	12
2024 Q2	$12.4M	Buy	204,660 +116	+0.1%	+$7.05K	0.92%	12
2024 Q1	$12.8M	Hold	204,544	–	–	1.04%	11
2023 Q4	$11.9M	Hold	204,544	–	–	1.16%	9
2023 Q3	$10.6M	Hold	204,544	–	–	1.24%	8
2023 Q2	$11.3M	Hold	204,544	–	–	1.4%	7
2023 Q1	$10.8M	Hold	204,544	–	–	1.59%	8
2022 Q4	$10.4M	Hold	204,544	–	–	1.76%	6
2022 Q3	$9.61M	Buy	204,544 +936	+0.5%	+$48.9K	2.09%	7
2022 Q2	$10M	Hold	203,608	–	–	2.09%	7
2022 Q1	$12.1M	Hold	203,608	–	–	2.25%	6
2021 Q4	$13M	Buy	203,608 +75,124	+58%	+$4.71M	2.53%	5
2021 Q3	$7.61M	Buy	128,484 +14,680	+13%	+$887K	1.66%	6
2021 Q2	$6.75M	Buy	+113,804	New	+$6.6M	1.46%	5
2015 Q1	–	Sell	-8,208	Closed	-$254K	–	45
2014 Q4	$254K	Buy	+8,208	New	+$247K	0.15%	31

Other funds holding VO

Wells Fargo San Francisco, California $530B 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geller Advisors's VO Position: Q4 2024 in Review

Geller Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2024 at 208,344 shares worth $13.8M. The position accounts for 0.9% of the portfolio, ranked #13.

Geller Advisors first reported a position in VO in Q4 2014 and has held it in 16 quarters since. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Geller Advisors held 208,344 shares of Vanguard Mid-Cap ETF worth $13.8M as of Q4 2024.
Geller Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q4 2024.
Vanguard Mid-Cap ETF made up 0.9% of Geller Advisors's portfolio in Q4 2024, its #13 holding.
Geller Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 16 quarters since.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.