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Intrepid Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Intrepid Capital 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
2023
Q4 		– Sell
-76
Closed -$3.96K – 221
2023
Q3 		$3.96K Hold
76
– – ﹤0.01% 213
2023
Q2 		$4.18K Buy
+76
New +$3.98K ﹤0.01% 220

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Intrepid Capital Management's VO Position: Q4 2023 in Review

Intrepid Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2023, closing a stake of 76 shares — an estimated $3.96K sold.

Intrepid Capital Management first reported a position in VO in Q2 2023 and held it in 2 quarters. The position peaked at $4.18K in Q2 2023. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

  • Intrepid Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Intrepid Capital Management sold 76 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $3.96K.
  • Intrepid Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Intrepid Capital Management's Vanguard Mid-Cap ETF position peaked at $4.18K in Q2 2023.
  • 1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Intrepid Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.