RJA
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Raymond James & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Raymond James & Associates’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
2018
Q1 		– Sell
-86,400
Closed -$62K – 3596
2017
Q4 		$62K Sell
86,400
-1,200
-1% -$45.3K ﹤0.01% 3263
2017
Q3 		$18K Hold
87,600
– – ﹤0.01% 3322
2017
Q2 		$39K Sell
87,600
-3,600
-4% -$127K ﹤0.01% 3204
2017
Q1 		$24K Buy
+91,200
New +$3.13M ﹤0.01% 3199

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James & Associates's VO Position: Q3 2024 in Review

Raymond James & Associates increased its Vanguard Mid-Cap ETF (VO) stake by 0.21% in Q3 2024, buying an estimated $2.01M and bringing the position to 15,529,436 shares worth $1.02B. The position accounts for 0.62% of the portfolio, ranked #24.

Raymond James & Associates first reported a position in VO in Q2 2013 and has held it in 46 quarters since. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Raymond James & Associates held 15,529,436 shares of Vanguard Mid-Cap ETF worth $1.02B as of Q3 2024.
  • Raymond James & Associates bought 32,068 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $2.01M.
  • Vanguard Mid-Cap ETF made up 0.62% of Raymond James & Associates's portfolio in Q3 2024, its #24 holding.
  • Raymond James & Associates first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 46 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.