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

Hamilton Wealth’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
Q1 		– Sell
-5,108
Closed -$297K – 124
2023
Q4 		$297K Hold
5,108
– – 0.09% 70
2023
Q3 		$266K Hold
5,108
– – 0.1% 74
2023
Q2 		$281K Sell
5,108
-912
-15% -$47.8K 0.1% 75
2023
Q1 		$317K Buy
+6,020
New +$320K 0.11% 65
2021
Q2 		– Sell
-3,640
Closed -$201K – 55
2021
Q1 		$201K Buy
+3,640
New +$198K 0.1% 52

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Wealth's VO Position: Q1 2024 in Review

Hamilton Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 5,108 shares — an estimated $297K sold.

Hamilton Wealth first reported a position in VO in Q1 2021 and held it in 5 quarters. The position peaked at $317K in Q1 2023. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Hamilton Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Hamilton Wealth sold 5,108 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $297K.
  • Hamilton Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 5 quarters.
  • Hamilton Wealth's Vanguard Mid-Cap ETF position peaked at $317K in Q1 2023.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Hamilton Wealth's 13F filing for Q1 2024, filed 10 Jun 2024.