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

Marcum Wealth’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
2025
Q1 		$4.28M Buy
66,176
+352
+0.5% +$23.6K 0.37% 30
2024
Q4 		$4.35M Sell
65,824
-396
-0.6% -$26.9K 0.38% 31
2024
Q3 		$4.37M Buy
66,220
+1,004
+2% +$63K 0.41% 26
2024
Q2 		$3.95M Sell
65,216
-352
-0.5% -$21.4K 0.4% 28
2024
Q1 		$4.1M Buy
65,568
+400
+0.6% +$23.6K 0.42% 25
2023
Q4 		$3.79M Sell
65,168
-2,120
-3% -$113K 0.4% 26
2023
Q3 		$3.5M Sell
67,288
-1,048
-2% -$57.5K 0.42% 25
2023
Q2 		$3.76M Buy
68,336
+1,228
+2% +$64.4K 0.44% 23
2023
Q1 		$3.54M Buy
67,108
+304
+0.5% +$16.2K 0.44% 23
2022
Q4 		$3.4M Buy
66,804
+4,476
+7% +$228K 0.45% 24
2022
Q3 		$2.93M Sell
62,328
-980
-2% -$51.2K 0.44% 23
2022
Q2 		$3.12M Buy
63,308
+744
+1% +$40.2K 0.47% 23
2022
Q1 		$3.72M Sell
62,564
-2,836
-4% -$166K 0.51% 22
2021
Q4 		$4.17M Sell
65,400
-2,128
-3% -$133K 0.58% 22
2021
Q3 		$4M Buy
67,528
+36,136
+115% +$2.18M 0.63% 20
2021
Q2 		$1.86M Sell
31,392
-1,824
-5% -$106K 0.3% 38
2021
Q1 		$1.84M Sell
33,216
-2,456
-7% -$133K 0.3% 38
2020
Q4 		$1.84M Sell
35,672
-5,624
-14% -$272K 0.43% 26
2020
Q3 		$1.82M Sell
41,296
-9,792
-19% -$427K 0.56% 26
2020
Q2 		$2.09M Buy
51,088
+38,456
+304% +$1.47M 0.64% 26
2020
Q1 		$416K Buy
12,632
+1,720
+16% +$71.2K 0.16% 45
2019
Q4 		$486K Buy
+10,912
New +$469K 0.18% 49

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marcum Wealth's VO Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.53% in Q1 2025, buying an estimated $23.6K and bringing the position to 66,176 shares worth $4.28M. The position accounts for 0.37% of the portfolio, ranked #30.

Marcum Wealth first reported a position in VO in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.37M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Marcum Wealth held 66,176 shares of Vanguard Morningstar Mid-Cap ETF worth $4.28M as of Q1 2025.
  • Marcum Wealth bought 352 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $23.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.37% of Marcum Wealth's portfolio in Q1 2025, its #30 holding.
  • Marcum Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $4.37M in Q3 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.