SWM
VO icon

Sugarloaf Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Sugarloaf Wealth 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 		$210K Buy
3,176
+296
+10% +$20.1K 0.04% 157
2024
Q3 		$190K Buy
2,880
+160
+6% +$10K 0.04% 176
2024
Q2 		$165K Sell
2,720
-288
-10% -$17.5K 0.03% 174
2024
Q1 		$188K Buy
3,008
+296
+11% +$17.5K 0.04% 156
2023
Q4 		$158K Buy
2,712
+12
+0.4% +$641 0.04% 174
2023
Q3 		$141K Buy
2,700
+8
+0.3% +$439 0.04% 178
2023
Q2 		$148K Buy
2,692
+12
+0.4% +$629 0.03% 169
2023
Q1 		$141K Sell
2,680
-712
-21% -$37.9K 0.03% 167
2022
Q4 		$173K Buy
3,392
+12
+0.4% +$611 0.04% 142
2022
Q3 		$159K Buy
3,380
+12
+0.4% +$627 0.04% 147
2022
Q2 		$166K Buy
3,368
+8
+0.2% +$432 0.04% 140
2022
Q1 		$200K Buy
3,360
+4
+0.1% +$235 0.05% 122
2021
Q4 		$214K Sell
3,356
-352
-9% -$22.1K 0.05% 119
2021
Q3 		$219K Buy
3,708
+8
+0.2% +$483 0.06% 114
2021
Q2 		$219K Buy
3,700
+3,552
+2,400% +$206K 0.06% 116
2021
Q1 		$204 Sell
148
-3,528
-96% -$191K 0.06% 123
2020
Q4 		$190K Buy
3,676
+16
+0.4% +$775 0.06% 121
2020
Q3 		$161K Buy
3,660
+12
+0.3% +$523 0.06% 125
2020
Q2 		$149K Buy
3,648
+16
+0.4% +$613 0.06% 131
2020
Q1 		$120K Buy
3,632
+20
+0.6% +$828 0.05% 140
2019
Q4 		$161K Buy
+3,612
New +$155K 0.07% 134

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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

Sugarloaf Wealth Management's VO Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 10% in Q4 2024, buying an estimated $20.1K and bringing the position to 3,176 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #157.

Sugarloaf Wealth Management first reported a position in VO in Q4 2019 and has held it in 21 quarters since. The position peaked at $219K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Sugarloaf Wealth Management held 3,176 shares of Vanguard Mid-Cap ETF worth $210K as of Q4 2024.
  • Sugarloaf Wealth Management bought 296 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $20.1K.
  • Vanguard Mid-Cap ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #157 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard Mid-Cap ETF position peaked at $219K in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.