Resource Consulting Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Resource Consulting 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	$256K	Hold	4,400	–	–	0.04%	62
2023 Q3	$229K	Hold	4,400	–	–	0.04%	51
2023 Q2	$242K	Hold	4,400	–	–	0.05%	61
2023 Q1	$232K	Hold	4,400	–	–	0.06%	33
2022 Q4	$224K	Sell	4,400 -364	-8%	-$18.5K	0.06%	32
2022 Q3	$224K	Hold	4,764	–	–	0.06%	44
2022 Q2	$235K	Sell	4,764 -240	-5%	-$13K	0.1%	55
2022 Q1	$298K	Buy	+5,004	New	+$294K	0.1%	65

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

Resource Consulting Group's VO Position: Q4 2023 in Review

Resource Consulting Group held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2023 at 4,400 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #62.

Resource Consulting Group first reported a position in VO in Q1 2022 and has held it in 8 quarters since. The position peaked at $298K in Q1 2022. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Resource Consulting Group held 4,400 shares of Vanguard Mid-Cap ETF worth $256K as of Q4 2023.
Resource Consulting Group left its Vanguard Mid-Cap ETF share count unchanged in Q4 2023.
Vanguard Mid-Cap ETF made up 0.04% of Resource Consulting Group's portfolio in Q4 2023, its #62 holding.
Resource Consulting Group first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 8 quarters since.
Resource Consulting Group's Vanguard Mid-Cap ETF position peaked at $298K in Q1 2022.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.