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Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$78K Sell
1,196
-1,516
-56% -$103K 0.06% 181
2024
Q3 		$178K Buy
2,712
+4
+0.1% +$251 0.05% 263
2024
Q2 		$164K Sell
2,708
-112
-4% -$6.81K 0.05% 270
2024
Q1 		$176K Buy
2,820
+204
+8% +$12.1K 0.05% 255
2023
Q4 		$152K Buy
2,616
+496
+23% +$26.5K 0.05% 274
2023
Q3 		$110K Buy
+2,120
New +$116K 0.04% 299
2023
Q1 		$118K Buy
+2,244
New +$119K 0.05% 271
2022
Q4 		– Sell
-1,880
Closed -$88K – 1128
2022
Q3 		$88K Buy
+1,880
New +$98.2K 0.04% 292

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's VO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 56% in Q4 2024, selling an estimated $103K and leaving 1,196 shares worth $78K. The position accounts for 0.06% of the portfolio, ranked #181.

Householder Group Estate & Retirement Specialist first reported a position in VO in Q3 2022 and has held it in 8 quarters since. The position peaked at $178K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,196 shares of Vanguard Morningstar Mid-Cap ETF worth $78K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,516 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $103K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #181 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Vanguard Morningstar Mid-Cap ETF position peaked at $178K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.