Rain Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Rain Capital Management’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 Q2	$1.2M	Buy	19,628 +5,420	+38%	+$329K	0.85%	19
2024 Q1	$888K	Buy	14,208 +168	+1%	+$9.93K	0.6%	21
2023 Q4	$817K	Buy	14,040 +2,192	+19%	+$117K	0.58%	20
2023 Q3	$617K	Sell	11,848 -4,176	-26%	-$229K	0.6%	20
2023 Q2	$882K	Sell	16,024 -2,816	-15%	-$148K	0.69%	19
2023 Q1	$993K	Buy	18,840 +1,148	+6%	+$61.1K	0.68%	20
2022 Q4	$901K	Buy	17,692 +3,148	+22%	+$160K	0.68%	18
2022 Q3	$683K	Buy	+14,544	New	+$760K	0.53%	18

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rain Capital Management's VO Position: Q2 2024 in Review

Rain Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 38% in Q2 2024, buying an estimated $329K and bringing the position to 19,628 shares worth $1.2M. The position accounts for 0.85% of the portfolio, ranked #19.

Rain Capital Management first reported a position in VO in Q3 2022 and has held it in 8 quarters since. 1,886 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Rain Capital Management held 19,628 shares of Vanguard Morningstar Mid-Cap ETF worth $1.2M as of Q2 2024.
Rain Capital Management bought 5,420 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $329K.
Vanguard Morningstar Mid-Cap ETF made up 0.85% of Rain Capital Management's portfolio in Q2 2024, its #19 holding.
Rain Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 8 quarters since.
1,886 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Rain Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.