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Strategic Wealth Partners Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategic Wealth Partners 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
2024
Q1 		$470K Sell
7,528
-920
-11% -$54.4K 0.05% 58
2023
Q4 		$491K Sell
8,448
-548
-6% -$29.3K 0.06% 53
2023
Q3 		$469K Buy
8,996
+4
+0% +$219 0.07% 49
2023
Q2 		$494K Buy
8,992
+8
+0.1% +$419 0.07% 49
2023
Q1 		$460K Buy
8,984
+2,380
+36% +$127K 0.08% 45
2022
Q4 		$336K Buy
6,604
+1,304
+25% +$66.4K 0.07% 38
2022
Q3 		$249K Buy
5,300
+396
+8% +$20.7K 0.06% 50
2022
Q2 		$241K Hold
4,904
– – 0.05% 52
2022
Q1 		$292K Hold
4,904
– – 0.06% 50
2021
Q4 		$312K Buy
4,904
+928
+23% +$58.2K 0.05% 59
2021
Q3 		$235K Buy
+3,976
New +$240K 0.04% 61
2021
Q1 		$220K Buy
+3,976
New +$216K 0.04% 59
2020
Q3 		– Sell
-15,856
Closed -$650K – 61
2020
Q2 		$650K Hold
15,856
– – 0.16% 37
2020
Q1 		$522K Buy
15,856
+5,612
+55% +$232K 0.15% 34
2019
Q4 		$456K Buy
+10,244
New +$440K 0.11% 41
2018
Q3 		– Sell
-3,312
Closed -$131K – 54
2018
Q2 		$131K Buy
3,312
+2,948
+810% +$116K 2.57% 4
2018
Q1 		$14K Buy
+364
New +$14.3K 1.1% 22

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

Strategic Wealth Partners Group's VO Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2024, selling an estimated $54.4K and leaving 7,528 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #58.

Strategic Wealth Partners Group first reported a position in VO in Q1 2018 and has held it in 17 quarters since. The position peaked at $650K in Q2 2020. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • Strategic Wealth Partners Group held 7,528 shares of Vanguard Mid-Cap ETF worth $470K as of Q1 2024.
  • Strategic Wealth Partners Group sold 920 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $54.4K.
  • Vanguard Mid-Cap ETF made up 0.05% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #58 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 17 quarters since.
  • Strategic Wealth Partners Group's Vanguard Mid-Cap ETF position peaked at $650K in Q2 2020.
  • 1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.