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

Madison 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
2023 Q3	$316K	Sell	6,064 -180	-3%	-$9.87K	0.07%	130
2023 Q2	$344K	Hold	6,244	–	–	0.07%	128
2023 Q1	$329K	Buy	6,244 +4	+0.1%	+$213	0.07%	127
2022 Q4	$318K	Buy	6,240 +84	+1%	+$4.28K	0.07%	124
2022 Q3	$289K	Buy	6,156 +536	+10%	+$28K	0.07%	135
2022 Q2	$277K	Buy	5,620 +52	+0.9%	+$2.81K	0.07%	137
2022 Q1	$331K	Hold	5,568	–	–	0.07%	134
2021 Q4	$355K	Hold	5,568	–	–	0.07%	129
2021 Q3	$330K	Buy	5,568 +92	+2%	+$5.56K	0.07%	127
2021 Q2	$325K	Sell	5,476 -616	-10%	-$35.7K	0.07%	130
2021 Q1	$337K	Buy	6,092 +952	+19%	+$51.7K	0.08%	123
2020 Q4	$266K	Buy	5,140 +520	+11%	+$25.2K	0.07%	129
2020 Q3	$204K	Buy	+4,620	New	+$201K	0.06%	130

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madison Wealth Management's VO Position: Q3 2023 in Review

Madison Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q3 2023, selling an estimated $9.87K and leaving 6,064 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #130.

Madison Wealth Management first reported a position in VO in Q3 2020 and has held it in 13 quarters since. The position peaked at $355K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Madison Wealth Management held 6,064 shares of Vanguard Morningstar Mid-Cap ETF worth $316K as of Q3 2023.
Madison Wealth Management sold 180 Vanguard Morningstar Mid-Cap ETF shares in Q3 2023, an estimated $9.87K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Madison Wealth Management's portfolio in Q3 2023, its #130 holding.
Madison Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 13 quarters since.
Madison Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $355K in Q4 2021.
1,650 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.