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VitalStone Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

VitalStone Financial’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 		$276K Hold
4,180
– – 0.19% 92
2024
Q2 		$253K Buy
4,180
+332
+9% +$20.2K 0.18% 97
2024
Q1 		$240K Hold
3,848
– – 0.18% 99
2023
Q4 		$224K Hold
3,848
– – 0.18% 81
2023
Q3 		$199K Hold
3,848
– – 0.17% 82
2023
Q2 		$203K Hold
3,848
– – 0.11% 110
2023
Q1 		$245K Hold
3,848
– – 0.2% 59
2022
Q4 		$196K Buy
+3,848
New +$196K 0.13% 57

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

VitalStone Financial's VO Position: Q3 2024 in Review

VitalStone Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2024 at 4,180 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #92.

VitalStone Financial first reported a position in VO in Q4 2022 and has held it in 8 quarters since. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • VitalStone Financial held 4,180 shares of Vanguard Morningstar Mid-Cap ETF worth $276K as of Q3 2024.
  • VitalStone Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of VitalStone Financial's portfolio in Q3 2024, its #92 holding.
  • VitalStone Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,931 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.