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

Raub Brock 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 Q1	–	Sell	-3,452	Closed	-$201K	–	67
2023 Q4	$201K	Buy	+3,452	New	+$184K	0.04%	64
2020 Q2	–	Sell	-7,732	Closed	-$254K	–	64
2020 Q1	$254K	Buy	7,732 +540	+8%	+$22.4K	0.06%	47
2019 Q4	$320K	Sell	7,192 -4,328	-38%	-$186K	0.06%	51
2019 Q3	$483K	Buy	11,520 +6,268	+119%	+$262K	0.09%	44
2019 Q2	$219K	Buy	+5,252	New	+$215K	0.04%	50

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

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

Raub Brock Capital Management's VO Position: Q1 2024 in Review

Raub Brock Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2024, closing a stake of 3,452 shares — an estimated $201K sold.

Raub Brock Capital Management first reported a position in VO in Q2 2019 and held it in 5 quarters. The position peaked at $483K in Q3 2019. 1,867 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Raub Brock Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Raub Brock Capital Management sold 3,452 Vanguard Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $201K.
Raub Brock Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and held it in 5 quarters.
Raub Brock Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $483K in Q3 2019.
1,867 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2024.

Based on Raub Brock Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.