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

Resource Planning 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	$246K	Buy	+4,224	New	+$226K	0.16%	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 Planning Group's VO Position: Q4 2023 in Review

Resource Planning Group opened a new position in Vanguard Mid-Cap ETF (VO) in Q4 2023: 4,224 shares worth $246K. The stake represents 0.16% of the portfolio and ranks #65 among its holdings.

1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Resource Planning Group held 4,224 shares of Vanguard Mid-Cap ETF worth $246K as of Q4 2023.
Vanguard Mid-Cap ETF was a new Resource Planning Group position in Q4 2023.
Vanguard Mid-Cap ETF made up 0.16% of Resource Planning Group's portfolio in Q4 2023, its #65 holding.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.