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

Ratio Wealth Group’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
Q1 		$404K Sell
6,468
-280
-4% -$16.5K 0.08% 62
2023
Q4 		$392K Buy
+6,748
New +$361K 0.08% 60

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

Ratio Wealth Group's VO Position: Q1 2024 in Review

Ratio Wealth Group reduced its Vanguard Mid-Cap ETF (VO) stake by 4.1% in Q1 2024, selling an estimated $16.5K and leaving 6,468 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #62.

Ratio Wealth Group first reported a position in VO in Q4 2023 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Ratio Wealth Group held 6,468 shares of Vanguard Mid-Cap ETF worth $404K as of Q1 2024.
  • Ratio Wealth Group sold 280 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $16.5K.
  • Vanguard Mid-Cap ETF made up 0.08% of Ratio Wealth Group's portfolio in Q1 2024, its #62 holding.
  • Ratio Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.