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Walden Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Walden Wealth Partners’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
Q2 		$421K Hold
6,964
– – 0.24% 53
2024
Q1 		$424K Hold
6,964
– – 0.25% 54
2023
Q4 		$405K Buy
+6,964
New +$372K 0.26% 52

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Walden Wealth Partners's VO Position: Q2 2024 in Review

Walden Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2024 at 6,964 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #53.

Walden Wealth Partners first reported a position in VO in Q4 2023 and has held it in 3 quarters since. The position peaked at $424K in Q1 2024. 1,888 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Walden Wealth Partners held 6,964 shares of Vanguard Morningstar Mid-Cap ETF worth $421K as of Q2 2024.
  • Walden Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2024.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of Walden Wealth Partners's portfolio in Q2 2024, its #53 holding.
  • Walden Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $424K in Q1 2024.
  • 1,888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.