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VRM
Vectors Research Management’s
Vanguard Mid-Cap ETF
VO
Stock Holding History
Vectors Research Management’s Portfolio
VO Stock Details
VO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-14,444
Closed
-$736K
–
140
2022
Q4
$736K
Sell
14,444
-624
-4%
-$31.8K
0.19%
92
2022
Q3
$708K
Sell
15,068
-11,608
-44%
-$607K
0.2%
83
2022
Q2
$1.53M
Sell
26,676
-7,876
-23%
-$426K
0.39%
64
2022
Q1
$2.05M
Sell
34,552
-2,832
-8%
-$166K
0.45%
58
2021
Q4
$2.38M
Sell
37,384
-204
-0.5%
-$12.8K
0.5%
51
2021
Q3
$2.23M
Buy
37,588
+11,336
+43%
+$685K
0.52%
47
2021
Q2
$1.56M
Sell
26,252
-12,752
-33%
-$739K
0.4%
59
2021
Q1
$2.16M
Sell
39,004
-3,988
-9%
-$216K
0.59%
42
2020
Q4
$2.22M
Buy
42,992
+1,896
+5%
+$91.8K
0.68%
39
2020
Q3
$2.19M
Sell
41,096
-14,668
-26%
-$639K
0.8%
35
2020
Q2
$2.29M
Sell
55,764
-106,820
-66%
-$4.09M
0.9%
28
2020
Q1
$5.35M
Sell
162,584
-4,276
-3%
-$177K
2.54%
9
2019
Q4
$7.43M
Buy
166,860
+12,316
+8%
+$529K
2.99%
8
2019
Q3
$6.47M
Buy
154,544
+4,192
+3%
+$175K
3.18%
6
2019
Q2
$6.28M
Sell
150,352
-1,684
-1%
-$68.9K
3.39%
6
2019
Q1
$6.11M
Sell
152,036
-1,252
-0.8%
-$48.2K
3.46%
5
2018
Q4
$5.29M
Buy
153,288
+788
+0.5%
+$29.6K
2.53%
6
2018
Q3
$6.01M
Buy
+152,500
New
+$6.22M
3.7%
5
Other funds holding VO
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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