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

Merriman 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
2024 Q4	$5.16M	Sell	78,116 -2,640	-3%	-$179K	0.21%	42
2024 Q3	$5.33M	Buy	+80,756	New	+$5.07M	0.22%	51
2021 Q4	–	Sell	-117,628	Closed	-$6.96M	–	234
2021 Q3	$6.96M	Sell	117,628 -1,528	-1%	-$92.3K	0.58%	31
2021 Q2	$7.07M	Buy	+119,156	New	+$6.91M	0.61%	35

Other funds holding VO

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Merriman Wealth Management's VO Position: Q4 2024 in Review

Merriman Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 3.3% in Q4 2024, selling an estimated $179K and leaving 78,116 shares worth $5.16M. The position accounts for 0.21% of the portfolio, ranked #42.

Merriman Wealth Management first reported a position in VO in Q2 2021 and has held it in 4 quarters since. The position peaked at $7.07M in Q2 2021. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Merriman Wealth Management held 78,116 shares of Vanguard Mid-Cap ETF worth $5.16M as of Q4 2024.
Merriman Wealth Management sold 2,640 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $179K.
Vanguard Mid-Cap ETF made up 0.21% of Merriman Wealth Management's portfolio in Q4 2024, its #42 holding.
Merriman Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 4 quarters since.
Merriman Wealth Management's Vanguard Mid-Cap ETF position peaked at $7.07M in Q2 2021.
2,137 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.