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Gray Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Gray Wealth 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
2024
Q4 		$9.95M Buy
150,628
+6,688
+5% +$454K 3.77% 6
2024
Q3 		$9.49M Buy
143,940
+3,764
+3% +$236K 3.75% 6
2024
Q2 		$8.48M Buy
140,176
+3,148
+2% +$191K 3.66% 6
2024
Q1 		$8.56M Buy
137,028
+2,036
+2% +$120K 3.82% 5
2023
Q4 		$7.85M Sell
134,992
-2,576
-2% -$138K 3.82% 5
2023
Q3 		$7.16M Buy
137,568
+3,780
+3% +$207K 3.67% 6
2023
Q2 		$7.36M Buy
133,788
+2,732
+2% +$143K 3.7% 7
2023
Q1 		$6.91M Buy
131,056
+5,592
+4% +$298K 3.77% 6
2022
Q4 		$6.39M Sell
125,464
-172
-0.1% -$8.76K 3.71% 5
2022
Q3 		$5.9M Buy
125,636
+1,380
+1% +$72.1K 3.77% 7
2022
Q2 		$6.12M Sell
124,256
-472
-0.4% -$25.5K 3.71% 6
2022
Q1 		$7.42M Buy
124,728
+540
+0.4% +$31.7K 3.82% 5
2021
Q4 		$7.91M Buy
124,188
+4,348
+4% +$273K 3.94% 5
2021
Q3 		$7.09M Buy
119,840
+7,176
+6% +$434K 3.97% 7
2021
Q2 		$6.68M Buy
112,664
+4,600
+4% +$267K 3.85% 7
2021
Q1 		$5.98M Buy
108,064
+2,004
+2% +$109K 3.79% 7
2020
Q4 		$5.47M Sell
106,060
-1,316
-1% -$63.7K 3.73% 7
2020
Q3 		$4.74M Buy
107,376
+1,136
+1% +$49.5K 3.71% 6
2020
Q2 		$4.35M Buy
106,240
+1,228
+1% +$47K 3.76% 6
2020
Q1 		$3.46M Buy
+105,012
New +$4.35M 3.8% 5

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gray Wealth Management's VO Position: Q4 2024 in Review

Gray Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 4.6% in Q4 2024, buying an estimated $454K and bringing the position to 150,628 shares worth $9.95M. The position accounts for 3.77% of the portfolio, ranked #6.

Gray Wealth Management first reported a position in VO in Q1 2020 and has held it in 20 quarters since. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Gray Wealth Management held 150,628 shares of Vanguard Mid-Cap ETF worth $9.95M as of Q4 2024.
  • Gray Wealth Management bought 6,688 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $454K.
  • Vanguard Mid-Cap ETF made up 3.77% of Gray Wealth Management's portfolio in Q4 2024, its #6 holding.
  • Gray Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 20 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.