Mesirow Financial Investment Management - Fixed Income’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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	$4.81M	Sell	72,904 -7,168	-9%	-$487K	4.89%	6
2024 Q3	$5.28M	Buy	80,072 +6,132	+8%	+$385K	5.27%	6
2024 Q2	$4.48M	Hold	73,940	–	–	3.85%	6
2024 Q1	$4.62M	Hold	73,940	–	–	6.11%	4
2023 Q4	$4.3M	Hold	73,940	–	–	6.43%	4
2023 Q3	$3.85M	Sell	73,940 -6,360	-8%	-$349K	4.35%	6
2023 Q2	$4.42M	Hold	80,300	–	–	7.14%	4
2023 Q1	$4.23M	Hold	80,300	–	–	3.13%	5
2022 Q4	$4.09M	Hold	80,300	–	–	6.43%	4
2022 Q3	$3.77M	Hold	80,300	–	–	6.81%	4
2022 Q2	$3.95M	Hold	80,300	–	–	0.51%	81
2022 Q1	$4.78M	Hold	80,300	–	–	0.53%	78
2021 Q4	$5.12M	Hold	80,300	–	–	0.56%	81
2021 Q3	$4.75M	Hold	80,300	–	–	0.55%	80
2021 Q2	$4.76M	Buy	80,300 +48,640	+154%	+$2.82M	0.53%	83
2021 Q1	$1.75M	Hold	31,660	–	–	0.2%	121
2020 Q4	$1.64M	Hold	31,660	–	–	0.22%	114
2020 Q3	$1.4M	Hold	31,660	–	–	0.24%	109
2020 Q2	$1.3M	Buy	+31,660	New	+$1.21M	0.24%	107

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

Mesirow Financial Investment Management - Fixed Income's VO Position: Q4 2024 in Review

Mesirow Financial Investment Management - Fixed Income reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9% in Q4 2024, selling an estimated $487K and leaving 72,904 shares worth $4.81M. The position accounts for 4.89% of the portfolio, ranked #6.

Mesirow Financial Investment Management - Fixed Income first reported a position in VO in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.28M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Mesirow Financial Investment Management - Fixed Income held 72,904 shares of Vanguard Morningstar Mid-Cap ETF worth $4.81M as of Q4 2024.
Mesirow Financial Investment Management - Fixed Income sold 7,168 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $487K.
Vanguard Morningstar Mid-Cap ETF made up 4.89% of Mesirow Financial Investment Management - Fixed Income's portfolio in Q4 2024, its #6 holding.
Mesirow Financial Investment Management - Fixed Income first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 19 quarters since.
Mesirow Financial Investment Management - Fixed Income's Vanguard Morningstar Mid-Cap ETF position peaked at $5.28M in Q3 2024.
2,138 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2024, filed 13 Feb 2025.