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Raub Brock Capital Management’s Vanguard 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
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

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

Raub Brock Capital Management sold out of Vanguard 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. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Raub Brock Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Raub Brock Capital Management sold 3,452 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $201K.
  • Raub Brock Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 5 quarters.
  • Raub Brock Capital Management's Vanguard Mid-Cap ETF position peaked at $483K in Q3 2019.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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