UWS
VO icon

Unique Wealth Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-832
Closed -$52K – 658
2024
Q2 		$52K Buy
+832
New +$50.6K 0.02% 234

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
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
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

Unique Wealth Strategies's VO Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 832 shares — an estimated $52K sold.

Unique Wealth Strategies first reported a position in VO in Q2 2024 and held it in 1 quarter. The position peaked at $52K in Q2 2024. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 832 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $52K.
  • Unique Wealth Strategies first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Vanguard Mid-Cap ETF position peaked at $52K in Q2 2024.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.