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Hills Bank & Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Hills Bank & Trust’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 		– Sell
-1,832
Closed -$114K – 291
2024
Q1 		$114K Hold
1,832
– – 0.01% 275
2023
Q4 		$107K Buy
+1,832
New +$97.9K 0.01% 272
2022
Q1 		– Sell
-1,572
Closed -$100K – 261
2021
Q4 		$100K Buy
+1,572
New +$98.5K 0.01% 261
2020
Q4 		– Sell
-3,592
Closed -$158K – 239
2020
Q3 		$158K Buy
+3,592
New +$157K 0.03% 196

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

Hills Bank & Trust's VO Position: Q2 2024 in Review

Hills Bank & Trust sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 1,832 shares — an estimated $114K sold.

Hills Bank & Trust first reported a position in VO in Q3 2020 and held it in 4 quarters. The position peaked at $158K in Q3 2020. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Hills Bank & Trust reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Hills Bank & Trust sold 1,832 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $114K.
  • Hills Bank & Trust first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Hills Bank & Trust's Vanguard Mid-Cap ETF position peaked at $158K in Q3 2020.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Hills Bank & Trust's 13F filing for Q2 2024, filed 25 Jul 2024.