RDIA
VO icon

RE Dickinson Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

RE Dickinson Investment 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
Q4 		$2.26M Buy
34,212
+1,284
+4% +$87.2K 1.27% 16
2024
Q3 		$2.17M Buy
32,928
+1,068
+3% +$67.1K 1.22% 16
2024
Q2 		$1.93M Buy
31,860
+2,564
+9% +$156K 1.17% 16
2024
Q1 		$1.83M Buy
29,296
+1,492
+5% +$88.2K 1.14% 17
2023
Q4 		$1.62M Buy
27,804
+184
+0.7% +$9.83K 1.08% 19
2023
Q3 		$1.44M Buy
27,620
+1,388
+5% +$76.1K 1.01% 20
2023
Q2 		$1.44M Buy
26,232
+908
+4% +$47.6K 0.53% 43
2023
Q1 		$1.33M Buy
25,324
+340
+1% +$18.1K 0.45% 49
2022
Q4 		$1.27M Sell
24,984
-1,056
-4% -$53.8K 0.53% 43
2022
Q3 		$1.22M Sell
26,040
-1,884
-7% -$98.5K 1.01% 20
2022
Q2 		$1.38M Buy
27,924
+2,592
+10% +$140K 0.2% 22
2022
Q1 		$1.51M Buy
25,332
+24,088
+1,936% +$1.41M 1.01% 21
2021
Q4 		$79K Buy
+1,244
New +$78K 0.06% 61

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RE Dickinson Investment Advisors's VO Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.9% in Q4 2024, buying an estimated $87.2K and bringing the position to 34,212 shares worth $2.26M. The position accounts for 1.27% of the portfolio, ranked #16.

RE Dickinson Investment Advisors first reported a position in VO in Q4 2021 and has held it in 13 quarters since. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • RE Dickinson Investment Advisors held 34,212 shares of Vanguard Morningstar Mid-Cap ETF worth $2.26M as of Q4 2024.
  • RE Dickinson Investment Advisors bought 1,284 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $87.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.27% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #16 holding.
  • RE Dickinson Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.