Hirtle Callaghan & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Hirtle Callaghan & Co’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	-17,840	Closed	-$929K	–	99
2023 Q3	$929K	Buy	+17,840	New	+$978K	0.05%	56
2021 Q3	–	Sell	-176	Closed	-$10K	–	53
2021 Q2	$10K	Hold	176	–	–	﹤0.01%	48
2021 Q1	$10K	Hold	176	–	–	﹤0.01%	49
2020 Q4	$9K	Hold	176	–	–	﹤0.01%	49
2020 Q3	$8K	Hold	176	–	–	﹤0.01%	52
2020 Q2	$7K	Hold	176	–	–	﹤0.01%	48
2020 Q1	$6K	Hold	176	–	–	﹤0.01%	46
2019 Q4	$8K	Hold	176	–	–	﹤0.01%	40
2019 Q3	$7K	Hold	176	–	–	﹤0.01%	40
2019 Q2	$7K	Hold	176	–	–	﹤0.01%	43
2019 Q1	$7K	Hold	176	–	–	﹤0.01%	45
2018 Q4	$6K	Hold	176	–	–	﹤0.01%	109
2018 Q3	$7K	Hold	176	–	–	﹤0.01%	104
2018 Q2	$7K	Hold	176	–	–	﹤0.01%	104
2018 Q1	$7K	Hold	176	–	–	﹤0.01%	102
2017 Q4	$7K	Hold	176	–	–	﹤0.01%	116
2017 Q3	$6K	Buy	+176	New	+$6.35K	﹤0.01%	185

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hirtle Callaghan & Co's VO Position: Q4 2023 in Review

Hirtle Callaghan & Co sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 17,840 shares — an estimated $929K sold.

Hirtle Callaghan & Co first reported a position in VO in Q3 2017 and held it in 17 quarters. The position peaked at $929K in Q3 2023. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Hirtle Callaghan & Co reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Hirtle Callaghan & Co sold 17,840 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $929K.
Hirtle Callaghan & Co first reported a position in Vanguard Mid-Cap ETF in Q3 2017 and held it in 17 quarters.
Hirtle Callaghan & Co's Vanguard Mid-Cap ETF position peaked at $929K in Q3 2023.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2023, filed 13 Feb 2024.