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Pegasus Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Pegasus Partners’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
Q3 		$392K Buy
5,940
+32
+0.5% +$2.01K 0.04% 117
2024
Q2 		$358K Hold
5,908
– – 0.04% 114
2024
Q1 		$369K Sell
5,908
-2,748
-32% -$162K 0.04% 107
2023
Q4 		$503K Buy
8,656
+816
+10% +$43.6K 0.06% 94
2023
Q3 		$408K Buy
+7,840
New +$430K 0.06% 96

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Pegasus Partners's VO Position: Q3 2024 in Review

Pegasus Partners increased its Vanguard Mid-Cap ETF (VO) stake by 0.54% in Q3 2024, buying an estimated $2.01K and bringing the position to 5,940 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #117.

Pegasus Partners first reported a position in VO in Q3 2023 and has held it in 5 quarters since. The position peaked at $503K in Q4 2023. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Pegasus Partners held 5,940 shares of Vanguard Mid-Cap ETF worth $392K as of Q3 2024.
  • Pegasus Partners bought 32 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $2.01K.
  • Vanguard Mid-Cap ETF made up 0.04% of Pegasus Partners's portfolio in Q3 2024, its #117 holding.
  • Pegasus Partners first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • Pegasus Partners's Vanguard Mid-Cap ETF position peaked at $503K in Q4 2023.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.