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

Peninsula 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
2024
Q4 		$3.58M Buy
54,228
+232
+0.4% +$15.8K 0.61% 24
2024
Q3 		$3.64M Sell
53,996
-1,620
-3% -$102K 0.64% 24
2024
Q2 		$3.46M Buy
55,616
+28,860
+108% +$1.75M 0.65% 24
2024
Q1 		$1.67M Buy
+26,756
New +$1.58M 0.33% 33

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peninsula Wealth's VO Position: Q4 2024 in Review

Peninsula Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.43% in Q4 2024, buying an estimated $15.8K and bringing the position to 54,228 shares worth $3.58M. The position accounts for 0.61% of the portfolio, ranked #24.

Peninsula Wealth first reported a position in VO in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.64M in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Peninsula Wealth held 54,228 shares of Vanguard Mid-Cap ETF worth $3.58M as of Q4 2024.
  • Peninsula Wealth bought 232 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $15.8K.
  • Vanguard Mid-Cap ETF made up 0.61% of Peninsula Wealth's portfolio in Q4 2024, its #24 holding.
  • Peninsula Wealth first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • Peninsula Wealth's Vanguard Mid-Cap ETF position peaked at $3.64M in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

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