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Schnieders Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Schnieders Capital Management’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
-10,288
Closed -$679K – 222
2024
Q3 		$679K Buy
+10,288
New +$646K 0.13% 108

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Creative Planning
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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schnieders Capital Management's VO Position: Q4 2024 in Review

Schnieders Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 10,288 shares — an estimated $679K sold.

Schnieders Capital Management first reported a position in VO in Q3 2024 and held it in 1 quarter. The position peaked at $679K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Schnieders Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Schnieders Capital Management sold 10,288 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $679K.
  • Schnieders Capital Management first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Schnieders Capital Management's Vanguard Mid-Cap ETF position peaked at $679K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Schnieders Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.