Simplex Trading
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Simplex Trading’s Vanguard Mid-Cap ETF VO Stock Holding History

Simplex Trading’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
Q2 		– Sell
-100,060
Closed -$6.25M – 9928
2024
Q1 		$6.25M Buy
100,060
+41,868
+72% +$2.47M ﹤0.01% 1441
2023
Q4 		$3.38M Buy
58,192
+55,792
+2,325% +$2.98M ﹤0.01% 1893
2023
Q3 		$124K Sell
2,400
-1,500
-38% -$82.3K ﹤0.01% 4877
2023
Q2 		$214K Sell
3,900
-4,748
-55% -$249K ﹤0.01% 4229
2023
Q1 		$456K Sell
8,648
-636
-7% -$33.8K ﹤0.01% 3374
2022
Q4 		$473K Buy
9,284
+7,168
+339% +$365K ﹤0.01% 3204
2022
Q3 		$99K Sell
2,116
-928
-30% -$48.5K ﹤0.01% 5553
2022
Q2 		$149K Buy
+3,044
New +$164K ﹤0.01% 5015
2022
Q1 		– Sell
-2,616
Closed -$166K – 11480
2021
Q4 		$166K Buy
+2,616
New +$164K ﹤0.01% 5456
2021
Q2 		– Sell
-1,372
Closed -$75K – 10765
2021
Q1 		$75K Buy
+1,372
New +$74.5K ﹤0.01% 6137
2020
Q1 		– Sell
-2,052
Closed -$91K – 8354
2019
Q4 		$91K Buy
+2,052
New +$88.1K ﹤0.01% 4612
2018
Q1 		– Sell
-408
Closed -$15K – 6933
2017
Q4 		$15K Sell
408
-1,992
-83% -$75.2K ﹤0.01% 3586
2017
Q3 		$88K Buy
+2,400
New +$86.6K ﹤0.01% 1828
2016
Q4 		– Sell
-1,600
Closed -$51K – 6593
2016
Q3 		$51K Buy
+1,600
New +$51.3K ﹤0.01% 2088
2016
Q2 		– Sell
-8,392
Closed -$254K – 6516
2016
Q1 		$254K Sell
8,392
-364
-4% -$10.3K 0.02% 744
2015
Q4 		$262K Buy
8,756
+8,752
+218,800% +$267K 0.02% 710
2015
Q3 		$0 Buy
+4
New +$125 ﹤0.01% 6257

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplex Trading's VO Position: Q2 2024 in Review

Simplex Trading sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 100,060 shares — an estimated $6.25M sold.

Simplex Trading first reported a position in VO in Q3 2015 and held it in 17 quarters. The position peaked at $6.25M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Simplex Trading reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Simplex Trading sold 100,060 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $6.25M.
  • Simplex Trading first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and held it in 17 quarters.
  • Simplex Trading's Vanguard Mid-Cap ETF position peaked at $6.25M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.