PPP
VO icon

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

Private Portfolio 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
Q4 		$1.64M Buy
24,872
+492
+2% +$33.4K 0.3% 58
2024
Q3 		$1.61M Buy
+24,380
New +$1.53M 0.3% 62
2024
Q2 		– Sell
-24,544
Closed -$1.53M – 262
2024
Q1 		$1.53M Sell
24,544
-764
-3% -$45.1K 0.32% 59
2023
Q4 		$1.47M Sell
25,308
-476
-2% -$25.4K 0.34% 56
2023
Q3 		$1.34M Buy
25,784
+192
+0.8% +$10.5K 0.35% 59
2023
Q2 		$1.41M Sell
25,592
-4,940
-16% -$259K 0.36% 57
2023
Q1 		$1.61M Buy
30,532
+8
+0% +$426 0.44% 50
2022
Q4 		$1.56M Sell
30,524
-728
-2% -$37.1K 0.41% 54
2022
Q3 		$1.47M Sell
31,252
-452
-1% -$23.6K 0.42% 54
2022
Q2 		$1.56M Buy
31,704
+508
+2% +$27.4K 0.44% 50
2022
Q1 		$1.85M Sell
31,196
-808
-3% -$47.4K 0.46% 46
2021
Q4 		$2.04M Buy
32,004
+2,824
+10% +$177K 0.52% 44
2021
Q3 		$1.73M Buy
29,180
+728
+3% +$44K 0.49% 46
2021
Q2 		$1.69M Buy
28,452
+408
+1% +$23.6K 0.49% 51
2021
Q1 		$1.55M Buy
28,044
+508
+2% +$27.6K 0.5% 51
2020
Q4 		$1.42M Buy
27,536
+644
+2% +$31.2K 0.5% 48
2020
Q3 		$1.19M Sell
26,892
-108
-0.4% -$4.71K 0.48% 49
2020
Q2 		$1.11M Sell
27,000
-380
-1% -$14.6K 0.51% 47
2020
Q1 		$901K Sell
27,380
-176
-0.6% -$7.29K 0.48% 58
2019
Q4 		$1.23M Buy
27,556
+80
+0.3% +$3.44K 0.53% 49
2019
Q3 		$1.15M Buy
27,476
+4
+0% +$167 0.54% 51
2019
Q2 		$1.15M Buy
27,472
+272
+1% +$11.1K 0.49% 58
2019
Q1 		$1.09M Sell
27,200
-4
-0% -$154 0.58% 53
2018
Q4 		$940K Buy
+27,204
New +$1.02M 0.58% 53

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

Private Portfolio Partners's VO Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Mid-Cap ETF (VO) stake by 2% in Q4 2024, buying an estimated $33.4K and bringing the position to 24,872 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #58.

Private Portfolio Partners first reported a position in VO in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.04M in Q4 2021. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Private Portfolio Partners held 24,872 shares of Vanguard Mid-Cap ETF worth $1.64M as of Q4 2024.
  • Private Portfolio Partners bought 492 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $33.4K.
  • Vanguard Mid-Cap ETF made up 0.3% of Private Portfolio Partners's portfolio in Q4 2024, its #58 holding.
  • Private Portfolio Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Vanguard Mid-Cap ETF position peaked at $2.04M in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.