Hudson Value Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hudson Value Partners’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	-3,288	Closed	-$205K	–	99
2024 Q1	$205K	Buy	+3,288	New	+$194K	0.09%	94
2023 Q4	–	Sell	-5,228	Closed	-$272K	–	104
2023 Q3	$272K	Sell	5,228 -460	-8%	-$25.2K	0.14%	92
2023 Q2	$313K	Hold	5,688	–	–	0.16%	91
2023 Q1	$300K	Hold	5,688	–	–	0.17%	90
2022 Q4	$290K	Hold	5,688	–	–	0.18%	91
2022 Q3	$267K	Hold	5,688	–	–	0.18%	90
2022 Q2	$280K	Sell	5,688 -976	-15%	-$52.7K	0.18%	91
2022 Q1	$396K	Buy	6,664 +640	+11%	+$37.5K	0.2%	93
2021 Q4	$384K	Buy	6,024 +500	+9%	+$31.3K	0.19%	92
2021 Q3	$327K	Hold	5,524	–	–	0.18%	95
2021 Q2	$328K	Buy	+5,524	New	+$320K	0.18%	97

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hudson Value Partners's VO Position: Q2 2024 in Review

Hudson Value Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2024, closing a stake of 3,288 shares — an estimated $205K sold.

Hudson Value Partners first reported a position in VO in Q2 2021 and held it in 11 quarters. The position peaked at $396K in Q1 2022. 1,886 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Hudson Value Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Hudson Value Partners sold 3,288 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $205K.
Hudson Value Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and held it in 11 quarters.
Hudson Value Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $396K in Q1 2022.
1,886 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Hudson Value Partners's 13F filing for Q2 2024, filed 29 Jul 2024.