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Janiczek Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Janiczek Wealth 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 		$610K Buy
10,072
+360
+4% +$21.9K 0.13% 73
2024
Q1 		$607K Buy
9,712
+6,164
+174% +$364K 0.13% 74
2023
Q4 		$206K Buy
3,548
+1,148
+48% +$61.3K 0.05% 155
2023
Q3 		$125K Buy
+2,400
New +$132K 0.03% 214
2020
Q3 		– Sell
-372
Closed -$15K – 727
2020
Q2 		$15K Buy
+372
New +$14.2K 0.01% 131

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Janiczek Wealth Management's VO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q2 2024, buying an estimated $21.9K and bringing the position to 10,072 shares worth $610K. The position accounts for 0.13% of the portfolio, ranked #73.

Janiczek Wealth Management first reported a position in VO in Q2 2020 and has held it in 5 quarters since. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Janiczek Wealth Management held 10,072 shares of Vanguard Mid-Cap ETF worth $610K as of Q2 2024.
  • Janiczek Wealth Management bought 360 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $21.9K.
  • Vanguard Mid-Cap ETF made up 0.13% of Janiczek Wealth Management's portfolio in Q2 2024, its #73 holding.
  • Janiczek Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 5 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.