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HRT Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

HRT Financial’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
Q1 		– Sell
-4,132
Closed -$210K – 3257
2022
Q4 		$210K Sell
4,132
-20,476
-83% -$1.04M ﹤0.01% 1923
2022
Q3 		$1.16M Buy
+24,608
New +$1.29M 0.01% 830
2021
Q4 		– Sell
-282,532
Closed -$16.7M – 4161
2021
Q3 		$16.7M Buy
+282,532
New +$17.1M 0.1% 98
2021
Q2 		– Sell
-177,484
Closed -$9.82M – 3591
2021
Q1 		$9.82M Buy
177,484
+119,624
+207% +$6.49M 0.1% 134
2020
Q4 		$2.99M Buy
57,860
+9,824
+20% +$476K 0.06% 233
2020
Q3 		$2.12M Sell
48,036
-87,236
-64% -$3.8M 0.06% 226
2020
Q2 		$5.54M Buy
+135,272
New +$5.18M 0.17% 109

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HRT Financial's VO Position: Q1 2023 in Review

HRT Financial sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 4,132 shares — an estimated $210K sold.

HRT Financial first reported a position in VO in Q2 2020 and held it in 7 quarters. The position peaked at $16.7M in Q3 2021. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.

  • HRT Financial reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • HRT Financial sold 4,132 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $210K.
  • HRT Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 7 quarters.
  • HRT Financial's Vanguard Mid-Cap ETF position peaked at $16.7M in Q3 2021.
  • 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.

Based on HRT Financial's 13F filing for Q1 2023, filed 12 May 2023.