SWP
VO icon

ShoreHaven Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

ShoreHaven Wealth Partners’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
2025
Q1 		– Sell
-3,228
Closed -$213K – 94
2024
Q4 		$213K Hold
3,228
– – 0.1% 85
2024
Q3 		$213K Buy
+3,228
New +$203K 0.1% 80

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ShoreHaven Wealth Partners's VO Position: Q1 2025 in Review

ShoreHaven Wealth Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025, closing a stake of 3,228 shares — an estimated $213K sold.

ShoreHaven Wealth Partners first reported a position in VO in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q4 2024. 2,130 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • ShoreHaven Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 3,228 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $213K.
  • ShoreHaven Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $213K in Q4 2024.
  • 2,130 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.