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Reframe Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Reframe Wealth’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
2022
Q4 		$504K Buy
+9,892
New +$504K 0.19% 37

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Reframe Wealth's VO Position: Q4 2022 in Review

Reframe Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2022: 9,892 shares worth $504K. The stake represents 0.19% of the portfolio and ranks #37 among its holdings.

1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Reframe Wealth held 9,892 shares of Vanguard Morningstar Mid-Cap ETF worth $504K as of Q4 2022.
  • Vanguard Morningstar Mid-Cap ETF was a new Reframe Wealth position in Q4 2022.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Reframe Wealth's portfolio in Q4 2022, its #37 holding.
  • 1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.