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Independence Asset Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Independence Asset Advisors’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 		– Sell
-4,988
Closed -$329K – 10
2024
Q3 		$329K Buy
4,988
+36
+0.7% +$2.26K 6.52% 5
2024
Q2 		$300K Hold
4,952
– – 7.18% 4
2024
Q1 		$309K Buy
4,952
+20
+0.4% +$1.18K 7.45% 4
2023
Q4 		$287K Buy
+4,932
New +$264K 7.26% 4

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independence Asset Advisors's VO Position: Q4 2024 in Review

Independence Asset Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2024, closing a stake of 4,988 shares — an estimated $329K sold.

Independence Asset Advisors first reported a position in VO in Q4 2023 and held it in 4 quarters. The position peaked at $329K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Independence Asset Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Independence Asset Advisors sold 4,988 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $329K.
  • Independence Asset Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Independence Asset Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $329K in Q3 2024.
  • 2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Independence Asset Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.