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Jay D. Rosenbaum’s Vanguard Mid-Cap ETF VO Stock Holding History

Jay D. Rosenbaum’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
Q3 		– Sell
-3,840
Closed -$232K – 28
2024
Q2 		$232K Buy
+3,840
New +$233K 1.32% 25
2023
Q4 		– Sell
-7,044
Closed -$367K – 64
2023
Q3 		$367K Buy
7,044
+1,632
+30% +$89.5K 0.61% 49
2023
Q2 		$298K Buy
+5,412
New +$284K 0.48% 53

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jay D. Rosenbaum's VO Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 3,840 shares — an estimated $232K sold.

Jay D. Rosenbaum first reported a position in VO in Q2 2023 and held it in 3 quarters. The position peaked at $367K in Q3 2023. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 3,840 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $232K.
  • Jay D. Rosenbaum first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 3 quarters.
  • Jay D. Rosenbaum's Vanguard Mid-Cap ETF position peaked at $367K in Q3 2023.
  • 1,931 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.