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TAP Consulting’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TAP Consulting’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 		$613K Sell
9,288
-532
-5% -$36.1K 0.13% 113
2024
Q3 		$648K Buy
9,820
+40
+0.4% +$2.51K 0.13% 116
2024
Q2 		$592K Buy
9,780
+252
+3% +$15.3K 0.12% 121
2024
Q1 		$595K Sell
9,528
-692
-7% -$40.9K 0.13% 116
2023
Q4 		$594K Sell
10,220
-4,156
-29% -$222K 0.14% 100
2023
Q3 		$748K Sell
14,376
-4,784
-25% -$262K 0.19% 97
2023
Q2 		$1.05M Sell
19,160
-132
-0.7% -$6.92K 0.26% 91
2023
Q1 		$1.02M Sell
19,292
-20
-0.1% -$1.06K 0.25% 89
2022
Q4 		$984K Sell
19,312
-1,072
-5% -$54.6K 0.26% 78
2022
Q3 		$958K Sell
20,384
-6,600
-24% -$345K 0.26% 74
2022
Q2 		$1.33M Buy
26,984
+76
+0.3% +$4.11K 0.37% 65
2022
Q1 		$1.6M Buy
26,908
+72
+0.3% +$4.22K 0.42% 54
2021
Q4 		$1.71M Sell
26,836
-320
-1% -$20.1K 0.39% 61
2021
Q3 		$1.61M Sell
27,156
-8
-0% -$483 0.43% 63
2021
Q2 		$1.61M Sell
27,164
-9,304
-26% -$539K 0.45% 59
2021
Q1 		$2.02M Sell
36,468
-6,964
-16% -$378K 0.63% 45
2020
Q4 		$2.25M Sell
43,432
-4,740
-10% -$230K 0.81% 45
2020
Q3 		$2.12M Sell
48,172
-7,812
-14% -$340K 0.83% 40
2020
Q2 		$2.29M Sell
55,984
-24,536
-30% -$940K 1.13% 36
2020
Q1 		$2.65M Sell
80,520
-1,060
-1% -$43.9K 1.78% 16
2019
Q4 		$3.63M Sell
81,580
-668
-0.8% -$28.7K 2.02% 13
2019
Q3 		$3.45M Buy
+82,248
New +$3.44M 2.03% 12
2019
Q1 		$4.12M Buy
+102,604
New +$3.95M 3.12% 8

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAP Consulting's VO Position: Q4 2024 in Review

TAP Consulting reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.4% in Q4 2024, selling an estimated $36.1K and leaving 9,288 shares worth $613K. The position accounts for 0.13% of the portfolio, ranked #113.

TAP Consulting first reported a position in VO in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.12M in Q1 2019. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • TAP Consulting held 9,288 shares of Vanguard Morningstar Mid-Cap ETF worth $613K as of Q4 2024.
  • TAP Consulting sold 532 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $36.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of TAP Consulting's portfolio in Q4 2024, its #113 holding.
  • TAP Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's Vanguard Morningstar Mid-Cap ETF position peaked at $4.12M in Q1 2019.
  • 2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.