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Tiedemann Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$1.65M Hold
31,684
– – 0.07% 87
2023
Q2 		$1.74M Hold
31,684
– – 0.07% 84
2023
Q1 		$1.67M Sell
31,684
-48
-0.2% -$2.55K 0.08% 84
2022
Q4 		$1.62M Buy
31,732
+27,204
+601% +$1.39M 0.08% 90
2022
Q3 		$213K Hold
4,528
– – 0.01% 212
2022
Q2 		$223K Buy
4,528
+48
+1% +$2.59K 0.02% 207
2022
Q1 		$266K Hold
4,480
– – 0.01% 245
2021
Q4 		$286K Sell
4,480
-21,076
-82% -$1.32M 0.01% 240
2021
Q3 		$1.51M Sell
25,556
-61,016
-70% -$3.69M 0.08% 105
2021
Q2 		$5.14M Hold
86,572
– – 0.21% 57
2021
Q1 		$4.79M Hold
86,572
– – 0.21% 51
2020
Q4 		$4.47M Sell
86,572
-3,360
-4% -$163K 0.22% 53
2020
Q3 		$3.96M Sell
89,932
-2,540
-3% -$111K 0.19% 72
2020
Q2 		$3.79M Sell
92,472
-29,008
-24% -$1.11M 0.2% 77
2020
Q1 		$4M Buy
121,480
+70,456
+138% +$2.92M 0.26% 67
2019
Q4 		$2.27M Buy
51,024
+1,000
+2% +$42.9K 0.11% 107
2019
Q3 		$2.1M Buy
50,024
+6,140
+14% +$257K 0.1% 120
2019
Q2 		$1.84M Buy
43,884
+2,968
+7% +$121K 0.09% 115
2019
Q1 		$1.65M Hold
40,916
– – 0.08% 153
2018
Q4 		$1.41M Buy
40,916
+4,400
+12% +$165K 0.07% 163
2018
Q3 		$1.51M Hold
36,516
– – 0.09% 132
2018
Q2 		$1.44M Buy
36,516
+2,040
+6% +$80.1K 0.09% 130
2018
Q1 		$1.33M Buy
34,476
+25,000
+264% +$984K 0.09% 123
2017
Q4 		$366K Buy
9,476
+3,360
+55% +$127K 0.03% 176
2017
Q3 		$225K Buy
+6,116
New +$221K 0.02% 313

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

Tiedemann Advisors's VO Position: Q3 2023 in Review

Tiedemann Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2023 at 31,684 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #87.

Tiedemann Advisors first reported a position in VO in Q3 2017 and has held it in 25 quarters since. The position peaked at $5.14M in Q2 2021. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • Tiedemann Advisors held 31,684 shares of Vanguard Mid-Cap ETF worth $1.65M as of Q3 2023.
  • Tiedemann Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2023.
  • Vanguard Mid-Cap ETF made up 0.07% of Tiedemann Advisors's portfolio in Q3 2023, its #87 holding.
  • Tiedemann Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2017 and has held it in 25 quarters since.
  • Tiedemann Advisors's Vanguard Mid-Cap ETF position peaked at $5.14M in Q2 2021.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.