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Raymond James Financial Services Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$594M Sell
9,002,968
-93,732
-1% -$5.89M 0.79% 16
2024
Q2 		$551M Buy
9,096,700
+887,068
+11% +$53.9M 0.78% 16
2024
Q1 		$513M Sell
8,209,632
-331,292
-4% -$19.6M 0.76% 17
2023
Q4 		$497M Buy
8,540,924
+87,808
+1% +$4.69M 0.81% 14
2023
Q3 		$440M Buy
8,453,116
+597,480
+8% +$32.8M 0.8% 15
2023
Q2 		$432M Buy
7,855,636
+963,252
+14% +$50.5M 0.76% 18
2023
Q1 		$363M Sell
6,892,384
-27,488
-0.4% -$1.46M 0.69% 22
2022
Q4 		$353M Buy
6,919,872
+404,216
+6% +$20.6M 0.71% 24
2022
Q3 		$306M Buy
6,515,656
+548,304
+9% +$28.7M 0.68% 25
2022
Q2 		$294M Buy
5,967,352
+396,912
+7% +$21.4M 0.64% 27
2022
Q1 		$331M Buy
5,570,440
+681,960
+14% +$40M 0.62% 29
2021
Q4 		$311M Sell
4,888,480
-29,356
-0.6% -$1.84M 0.58% 31
2021
Q3 		$291M Buy
4,917,836
+594,104
+14% +$35.9M 0.59% 28
2021
Q2 		$257M Buy
4,323,732
+221,060
+5% +$12.8M 0.52% 32
2021
Q1 		$227M Buy
4,102,672
+714,156
+21% +$38.8M 0.51% 34
2020
Q4 		$175M Buy
3,388,516
+905,304
+36% +$43.8M 0.44% 47
2020
Q3 		$109M Buy
2,483,212
+66,388
+3% +$2.89M 0.31% 66
2020
Q2 		$99M Buy
2,416,824
+349,244
+17% +$13.4M 0.31% 68
2020
Q1 		$68.1M Sell
2,067,580
-98,524
-5% -$4.08M 0.3% 71
2019
Q4 		$96.5M Buy
2,166,104
+493,436
+29% +$21.2M 0.31% 64
2019
Q3 		$70.1M Sell
1,672,668
-51,200
-3% -$2.14M 0.25% 84
2019
Q2 		$72M Sell
1,723,868
-77,104
-4% -$3.16M 0.28% 71
2019
Q1 		$72.4M Sell
1,800,972
-61,680
-3% -$2.37M 0.3% 66
2018
Q4 		$64.3M Buy
1,862,652
+282,680
+18% +$10.6M 0.34% 61
2018
Q3 		$64.9M Buy
1,579,972
+143,540
+10% +$5.86M 0.29% 67
2018
Q2 		$56.6M Sell
1,436,432
-120,980
-8% -$4.75M 0.29% 71
2018
Q1 		$60M Buy
1,557,412
+54,752
+4% +$2.16M 0.34% 53
2017
Q4 		$58.1M Buy
1,502,660
+250,476
+20% +$9.45M 0.36% 45
2017
Q3 		$46M Sell
1,252,184
-51,924
-4% -$1.87M 0.29% 66
2017
Q2 		$46.5M Buy
1,304,108
+3,932
+0.3% +$139K 0.32% 57
2017
Q1 		$45.3M Buy
1,300,176
+151,328
+13% +$5.2M 0.34% 53
2016
Q4 		$37.8M Buy
1,148,848
+54,284
+5% +$1.76M 0.32% 59
2016
Q3 		$35.4M Buy
1,094,564
+147,844
+16% +$4.74M 0.32% 61
2016
Q2 		$29.3M Buy
946,720
+56,012
+6% +$1.71M 0.28% 75
2016
Q1 		$27M Sell
890,708
-131,520
-13% -$3.72M 0.31% 70
2015
Q4 		$30.7M Buy
1,022,228
+295,912
+41% +$9.03M 0.36% 57
2015
Q3 		$21.2M Buy
726,316
+682,964
+1,575% +$21.3M 0.35% 63
2015
Q2 		$1.38M Sell
43,352
-58,616
-57% -$1.9M 0.1% 267
2015
Q1 		$3.38M Sell
101,968
-4,280
-4% -$135K 0.17% 156
2014
Q4 		$3.28M Buy
106,248
+24,160
+29% +$728K 0.17% 152
2014
Q3 		$2.41M Buy
82,088
+9,916
+14% +$294K 0.13% 194
2014
Q2 		$2.14M Buy
72,172
+724
+1% +$20.7K 0.13% 199
2014
Q1 		$2.03M Buy
71,448
+4,168
+6% +$116K 0.12% 209
2013
Q4 		$1.85M Buy
67,280
+1,356
+2% +$36.1K 0.11% 217
2013
Q3 		$1.69M Sell
65,924
-169,656
-72% -$4.26M 0.11% 217
2013
Q2 		$5.6M Buy
+235,580
New +$5.59M 0.16% 144

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
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

Raymond James Financial Services Advisors's VO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1% in Q3 2024, selling an estimated $5.89M and leaving 9,002,968 shares worth $594M. The position accounts for 0.79% of the portfolio, ranked #16.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 9,002,968 shares of Vanguard Mid-Cap ETF worth $594M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 93,732 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $5.89M.
  • Vanguard Mid-Cap ETF made up 0.79% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #16 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.