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Miller Equity Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Miller Equity Capital Advisors’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 		– Sell
-143,740
Closed -$9.49M – 43
2024
Q4 		$9.49M Buy
143,740
+1,124
+0.8% +$76.3K 3.62% 6
2024
Q3 		$9.41M Sell
142,616
-2,540
-2% -$159K 3.67% 6
2024
Q2 		$8.79M Sell
145,156
-5,680
-4% -$345K 3.65% 6
2024
Q1 		$9.42M Buy
150,836
+7,080
+5% +$418K 3.89% 6
2023
Q4 		$8.36M Buy
143,756
+18,268
+15% +$976K 3.78% 6
2023
Q3 		$6.53M Buy
125,488
+33,920
+37% +$1.86M 3.38% 6
2023
Q2 		$5.04M Buy
91,568
+9,196
+11% +$482K 2.56% 9
2023
Q1 		$4.34M Buy
82,372
+3,880
+5% +$206K 2.43% 10
2022
Q4 		$4M Buy
78,492
+11,980
+18% +$610K 2.6% 8
2022
Q3 		$3.13M Buy
66,512
+16,840
+34% +$880K 2.29% 12
2022
Q2 		$2.45M Buy
49,672
+920
+2% +$49.7K 2.09% 15
2022
Q1 		$2.9M Buy
48,752
+13,764
+39% +$808K 2.46% 14
2021
Q4 		$2.23M Buy
34,988
+3,148
+10% +$197K 2.07% 15
2021
Q3 		$1.89M Buy
31,840
+5,320
+20% +$321K 1.86% 18
2021
Q2 		$1.57M Buy
26,520
+4,760
+22% +$276K 1.62% 23
2021
Q1 		$1.2M Buy
21,760
+780
+4% +$42.3K 1.51% 26
2020
Q4 		$1.08M Sell
20,980
-64
-0.3% -$3.1K 1.45% 26
2020
Q3 		$927K Buy
21,044
+8,692
+70% +$379K 1.4% 23
2020
Q2 		$506K Buy
12,352
+340
+3% +$13K 0.82% 29
2020
Q1 		$395K Buy
12,012
+2,500
+26% +$104K 0.74% 31
2019
Q4 		$424K Buy
+9,512
New +$408K 0.54% 33

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Miller Equity Capital Advisors's VO Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025, closing a stake of 143,740 shares — an estimated $9.49M sold.

Miller Equity Capital Advisors first reported a position in VO in Q4 2019 and held it in 21 quarters. The position peaked at $9.49M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 143,740 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $9.49M.
  • Miller Equity Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $9.49M in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.