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Mangham Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Mangham Associates’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 		$337K Buy
6,524
+232
+4% +$12.7K 0.62% 13
2023
Q2 		$346K Buy
6,292
+24
+0.4% +$1.26K 0.59% 15
2023
Q1 		$331K Sell
6,268
-88
-1% -$4.68K 0.52% 15
2022
Q4 		$324K Buy
6,356
+32
+0.5% +$1.63K 0.47% 15
2022
Q3 		$297K Buy
6,324
+28
+0.4% +$1.46K 0.35% 14
2022
Q2 		$310K Buy
+6,296
New +$340K 0.33% 14

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

Mangham Associates's VO Position: Q3 2023 in Review

Mangham Associates increased its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q3 2023, buying an estimated $12.7K and bringing the position to 6,524 shares worth $337K. The position accounts for 0.62% of the portfolio, ranked #13.

Mangham Associates first reported a position in VO in Q2 2022 and has held it in 6 quarters since. The position peaked at $346K in Q2 2023. 1,650 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • Mangham Associates held 6,524 shares of Vanguard Mid-Cap ETF worth $337K as of Q3 2023.
  • Mangham Associates bought 232 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $12.7K.
  • Vanguard Mid-Cap ETF made up 0.62% of Mangham Associates's portfolio in Q3 2023, its #13 holding.
  • Mangham Associates first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 6 quarters since.
  • Mangham Associates's Vanguard Mid-Cap ETF position peaked at $346K in Q2 2023.
  • 1,650 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.