Roman Butler Fullerton & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Roman Butler Fullerton & Co’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	–	Sell	-3,520	Closed	-$236K	–	268
2024 Q3	$236K	Buy	3,520 +24	+0.7%	+$1.51K	0.07%	225
2024 Q2	$213K	Buy	3,496 +56	+2%	+$3.4K	0.07%	218
2024 Q1	$204K	Buy	+3,440	New	+$203K	0.08%	210
2023 Q4	–	Sell	-5,100	Closed	-$263K	–	219
2023 Q3	$263K	Buy	+5,100	New	+$280K	0.12%	164

Other funds holding VO

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Roman Butler Fullerton & Co's VO Position: Q4 2024 in Review

Roman Butler Fullerton & Co sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 3,520 shares — an estimated $236K sold.

Roman Butler Fullerton & Co first reported a position in VO in Q3 2023 and held it in 4 quarters. The position peaked at $263K in Q3 2023. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Roman Butler Fullerton & Co reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Roman Butler Fullerton & Co sold 3,520 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $236K.
Roman Butler Fullerton & Co first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and held it in 4 quarters.
Roman Butler Fullerton & Co's Vanguard Mid-Cap ETF position peaked at $263K in Q3 2023.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2024, filed 30 Jan 2025.