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Girard Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Girard Partners’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
Q2 		$459K Buy
7,576
+472
+7% +$28.7K 0.04% 187
2024
Q1 		$444K Sell
7,104
-1,444
-17% -$85.3K 0.04% 196
2023
Q4 		$497K Buy
8,548
+4,348
+104% +$232K 0.05% 186
2023
Q3 		$219K Sell
4,200
-2,412
-36% -$132K 0.02% 227
2023
Q2 		$364K Sell
6,612
-112
-2% -$5.87K 0.04% 195
2023
Q1 		$355K Sell
6,724
-18,556
-73% -$987K 0.04% 199
2022
Q4 		$1.29M Buy
25,280
+19,644
+349% +$1M 0.15% 136
2022
Q3 		$265K Sell
5,636
-960
-15% -$50.2K 0.04% 211
2022
Q2 		$324K Sell
6,596
-88
-1% -$4.75K 0.04% 190
2022
Q1 		$397K Sell
6,684
-152
-2% -$8.92K 0.04% 184
2021
Q4 		$435K Buy
6,836
+360
+6% +$22.6K 0.05% 181
2021
Q3 		$383K Sell
6,476
-912
-12% -$55.1K 0.05% 176
2021
Q2 		$438K Sell
7,388
-380
-5% -$22K 0.06% 171
2021
Q1 		$430K Hold
7,768
– – 0.06% 166
2020
Q4 		$401K Buy
7,768
+2,504
+48% +$121K 0.06% 163
2020
Q3 		$232K Buy
5,264
+300
+6% +$13.1K 0.04% 195
2020
Q2 		$203K Buy
+4,964
New +$190K 0.04% 201
2020
Q1 		– Sell
-10,132
Closed -$451K – 232
2019
Q4 		$451K Buy
10,132
+5,292
+109% +$227K 0.07% 160
2019
Q3 		$202K Buy
+4,840
New +$202K 0.04% 208
2019
Q1 		– Sell
-15,928
Closed -$550K – 244
2018
Q4 		$550K Sell
15,928
-29,748
-65% -$1.12M 0.12% 147
2018
Q3 		$1.87M Sell
45,676
-2,516
-5% -$103K 0.33% 79
2018
Q2 		$1.9M Buy
48,192
+1,348
+3% +$52.9K 0.36% 76
2018
Q1 		$1.81M Buy
46,844
+3,372
+8% +$133K 0.42% 68
2017
Q4 		$1.68M Buy
43,472
+5,548
+15% +$209K 0.32% 85
2017
Q3 		$1.39M Sell
37,924
-596
-2% -$21.5K 0.29% 89
2017
Q2 		$1.37M Buy
38,520
+308
+0.8% +$10.9K 0.3% 88
2017
Q1 		$1.33M Buy
38,212
+12,784
+50% +$439K 0.32% 86
2016
Q4 		$837K Buy
25,428
+19,108
+302% +$619K 0.24% 109
2016
Q3 		$205K Sell
6,320
-1,420
-18% -$45.6K 0.07% 194
2016
Q2 		$239K Buy
+7,740
New +$237K 0.09% 171

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Girard Partners's VO Position: Q2 2024 in Review

Girard Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.6% in Q2 2024, buying an estimated $28.7K and bringing the position to 7,576 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #187.

Girard Partners first reported a position in VO in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.9M in Q2 2018. 1,886 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Girard Partners held 7,576 shares of Vanguard Morningstar Mid-Cap ETF worth $459K as of Q2 2024.
  • Girard Partners bought 472 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $28.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Girard Partners's portfolio in Q2 2024, its #187 holding.
  • Girard Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2016 and has held it in 30 quarters since.
  • Girard Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.9M in Q2 2018.
  • 1,886 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.