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Kiely Wealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Kiely Wealth Advisory Group’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 		$13.6M Sell
195,076
-4,564
-2% -$310K 8.72% 3
2024
Q3 		$13.8M Sell
199,640
-8,392
-4% -$527K 8.77% 3
2024
Q2 		$12.7M Buy
208,032
+612
+0.3% +$37.2K 6.98% 4
2024
Q1 		$12.5M Buy
207,420
+4,316
+2% +$255K 7.14% 4
2023
Q4 		$11.8M Buy
+203,104
New +$10.9M 6.8% 4

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's VO Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q4 2024, selling an estimated $310K and leaving 195,076 shares worth $13.6M. The position accounts for 8.72% of the portfolio, ranked #3.

Kiely Wealth Advisory Group first reported a position in VO in Q4 2023 and has held it in 5 quarters since. The position peaked at $13.8M in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Kiely Wealth Advisory Group held 195,076 shares of Vanguard Mid-Cap ETF worth $13.6M as of Q4 2024.
  • Kiely Wealth Advisory Group sold 4,564 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $310K.
  • Vanguard Mid-Cap ETF made up 8.72% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #3 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vanguard Mid-Cap ETF position peaked at $13.8M in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.