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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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 		– Sell
-88
Closed -$5.12K – 206
2023
Q4 		$5.12K Buy
+88
New +$4.7K ﹤0.01% 165

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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 $187B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s VO Position: Q1 2024 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2024, closing a stake of 88 shares — an estimated $5.12K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in VO in Q4 2023 and held it in 1 quarter. The position peaked at $5.12K in Q4 2023. 1,863 funds tracked by Wall St. Rank hold VO as of Q1 2024.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 88 Vanguard Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $5.12K.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Vanguard Morningstar Mid-Cap ETF position peaked at $5.12K in Q4 2023.
  • 1,863 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2024.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2024, filed 30 Apr 2024.