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

Wellington 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
Q2 		– Sell
-201,032
Closed -$12.6M – 174
2024
Q1 		$12.6M Buy
+201,032
New +$11.9M 5.84% 2

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

Wellington Wealth Strategies's VO Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2024, closing a stake of 201,032 shares — an estimated $12.6M sold.

Wellington Wealth Strategies first reported a position in VO in Q1 2024 and held it in 1 quarter. The position peaked at $12.6M in Q1 2024. 1,888 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 201,032 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $12.6M.
  • Wellington Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $12.6M in Q1 2024.
  • 1,888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.