Regal Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Regal Wealth Group’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
2023 Q4	$6.24M	Buy	109,556 +4,472	+4%	+$239K	3.85%	8
2023 Q3	$5.47M	Buy	105,084 +532	+0.5%	+$29.2K	3.74%	8
2023 Q2	$5.72M	Buy	104,552 +49,356	+89%	+$2.59M	3.75%	8
2023 Q1	$2.92M	Buy	55,196 +16,148	+41%	+$859K	2.07%	15
2022 Q4	$1.99M	Hold	39,048	–	–	1.46%	16
2022 Q3	$1.87M	Hold	39,048	–	–	1.44%	16
2022 Q2	$1.92M	Hold	39,048	–	–	1.39%	17
2022 Q1	$2.27M	Sell	39,048 -324	-0.8%	-$19K	1.42%	18
2021 Q4	$2.51M	Hold	39,372	–	–	1.41%	18
2021 Q3	$2.33M	Hold	39,372	–	–	1.4%	19
2021 Q2	$2.34M	Hold	39,372	–	–	1.38%	20
2021 Q1	$2.18M	Sell	39,372 -1,008	-2%	-$54.7K	1.28%	18
2020 Q4	$2.09M	Sell	40,380 -1,620	-4%	-$78.4K	1.27%	18
2020 Q3	$1.85M	Hold	42,000	–	–	1.44%	18
2020 Q2	$1.72M	Hold	42,000	–	–	1.42%	18
2020 Q1	$1.38M	Hold	42,000	–	–	1.35%	18
2019 Q4	$1.87M	Hold	42,000	–	–	1.21%	17
2019 Q3	$1.76M	Hold	42,000	–	–	1.21%	17
2019 Q2	$1.75M	Hold	42,000	–	–	1.22%	17
2019 Q1	$1.69M	Hold	42,000	–	–	1.21%	17
2018 Q4	$1.45M	Hold	42,000	–	–	1.32%	17
2018 Q3	$1.72M	Hold	42,000	–	–	1.18%	19
2018 Q2	$1.66M	Hold	42,000	–	–	1.76%	16
2018 Q1	$1.62M	Hold	42,000	–	–	1.25%	16
2017 Q4	$1.63M	Hold	42,000	–	–	1.15%	17
2017 Q3	$1.54M	Hold	42,000	–	–	1.14%	18
2017 Q2	$1.5M	Hold	42,000	–	–	1.16%	18
2017 Q1	$1.46M	Hold	42,000	–	–	1.12%	22
2016 Q4	$1.38M	Hold	42,000	–	–	1.12%	23
2016 Q3	$1.36M	Hold	42,000	–	–	1.23%	16
2016 Q2	$1.3M	Hold	42,000	–	–	1.22%	17
2016 Q1	$1.27M	Hold	42,000	–	–	1.23%	17
2015 Q4	$1.26M	Buy	+42,000	New	+$1.28M	1.24%	17

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Wealth Group's VO Position: Q4 2023 in Review

Regal Wealth Group increased its Vanguard Mid-Cap ETF (VO) stake by 4.3% in Q4 2023, buying an estimated $239K and bringing the position to 109,556 shares worth $6.24M. The position accounts for 3.85% of the portfolio, ranked #8.

Regal Wealth Group first reported a position in VO in Q4 2015 and has held it in 33 quarters since. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Regal Wealth Group held 109,556 shares of Vanguard Mid-Cap ETF worth $6.24M as of Q4 2023.
Regal Wealth Group bought 4,472 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $239K.
Vanguard Mid-Cap ETF made up 3.85% of Regal Wealth Group's portfolio in Q4 2023, its #8 holding.
Regal Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 33 quarters since.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.