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Leo Brokerage’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Leo Brokerage’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
Q2 		– Sell
-8,932
Closed -$471K – 317
2023
Q1 		$471K Buy
+8,932
New +$475K 0.07% 183
2022
Q2 		$407K Sell
8,272
-2,956
-26% -$160K 0.11% 120
2022
Q1 		$668K Buy
+11,228
New +$659K 0.11% 125
2021
Q3 		$618K Buy
10,436
+1,812
+21% +$109K 0.11% 90
2021
Q2 		$512K Buy
8,624
+120
+1% +$6.96K 0.1% 105
2021
Q1 		$471K Sell
8,504
-1,136
-12% -$61.6K 0.13% 103
2020
Q4 		$498K Buy
+9,640
New +$467K 0.16% 88

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Brokerage's VO Position: Q2 2023 in Review

Leo Brokerage sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2023, closing a stake of 8,932 shares — an estimated $471K sold.

Leo Brokerage first reported a position in VO in Q4 2020 and held it in 7 quarters. The position peaked at $668K in Q1 2022. 1,654 funds tracked by Wall St. Rank hold VO as of Q2 2023.

  • Leo Brokerage reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 8,932 Vanguard Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $471K.
  • Leo Brokerage first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
  • Leo Brokerage's Vanguard Morningstar Mid-Cap ETF position peaked at $668K in Q1 2022.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.