Institutional & Family Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Institutional & Family Asset Management’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	$207K	Hold	3,416	–	–	0.03%	145
2024 Q1	$213K	Hold	3,416	–	–	0.03%	139
2023 Q4	$199K	Hold	3,416	–	–	0.03%	147
2023 Q3	$178K	Hold	3,416	–	–	0.03%	146
2023 Q2	$188K	Hold	3,416	–	–	0.03%	149
2023 Q1	$180K	Hold	3,416	–	–	0.03%	146
2022 Q4	$174K	Hold	3,416	–	–	0.03%	145
2022 Q3	$161K	Sell	3,416 -152	-4%	-$7.94K	0.03%	146
2022 Q2	$176K	Hold	3,568	–	–	0.03%	144
2022 Q1	$212K	Sell	3,568 -3,784	-51%	-$222K	0.03%	152
2021 Q4	$468K	Hold	7,352	–	–	0.07%	117
2021 Q3	$435K	Hold	7,352	–	–	0.07%	127
2021 Q2	$436K	Sell	7,352 -172	-2%	-$9.97K	0.07%	126
2021 Q1	$416K	Buy	7,524 +140	+2%	+$7.6K	0.08%	133
2020 Q4	$382K	Buy	7,384 +3,956	+115%	+$192K	0.08%	133
2020 Q3	$151K	Buy	3,428 +128	+4%	+$5.58K	0.04%	193
2020 Q2	$135K	Buy	3,300 +184	+6%	+$7.05K	0.03%	209
2020 Q1	$103K	Hold	3,116	–	–	0.02%	202
2019 Q4	$139K	Sell	3,116 -1,016	-25%	-$43.6K	0.03%	201
2019 Q3	$173K	Hold	4,132	–	–	0.04%	167
2019 Q2	$173K	Hold	4,132	–	–	0.04%	175
2019 Q1	$166K	Sell	4,132 -80	-2%	-$3.08K	0.03%	192
2018 Q4	$146K	Hold	4,212	–	–	0.03%	191
2018 Q3	$173K	Hold	4,212	–	–	0.03%	204
2018 Q2	$166K	Buy	4,212 +936	+29%	+$36.7K	0.03%	201
2018 Q1	$126K	Buy	+3,276	New	+$129K	0.03%	209
2017 Q2	–	Sell	-14,808	Closed	-$516K	–	131
2017 Q1	$516K	Sell	14,808 -33,516	-69%	-$1.15M	0.16%	92
2016 Q4	$1.59M	Sell	48,324 -4,712	-9%	-$153K	0.5%	63
2016 Q3	$1.72M	Sell	53,036 -8,184	-13%	-$263K	0.57%	64
2016 Q2	$1.89M	Buy	+61,220	New	+$1.87M	0.66%	63

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Institutional & Family Asset Management's VO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2024 at 3,416 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #145.

Institutional & Family Asset Management first reported a position in VO in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.89M in Q2 2016. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Institutional & Family Asset Management held 3,416 shares of Vanguard Mid-Cap ETF worth $207K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2024.
Vanguard Mid-Cap ETF made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #145 holding.
Institutional & Family Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 30 quarters since.
Institutional & Family Asset Management's Vanguard Mid-Cap ETF position peaked at $1.89M in Q2 2016.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.