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HBC Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

HBC Financial Services’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
Q4 		– Sell
-468
Closed -$12K – 207
2023
Q3 		$12K Hold
468
– – 0.01% 111
2023
Q2 		$12K Buy
+468
New +$24.5K 0.01% 104

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

HBC Financial Services's VO Position: Q4 2023 in Review

HBC Financial Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2023, closing a stake of 468 shares — an estimated $12K sold.

HBC Financial Services first reported a position in VO in Q2 2023 and held it in 2 quarters. The position peaked at $12K in Q3 2023. 1,832 funds tracked by Wall St. Rank hold VO as of Q4 2023.

  • HBC Financial Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 468 Vanguard Morningstar Mid-Cap ETF shares in Q4 2023, an estimated $12K.
  • HBC Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and held it in 2 quarters.
  • HBC Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $12K in Q3 2023.
  • 1,832 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.