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Advisor Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Advisor 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
2021
Q3 		– Sell
-4,488
Closed -$266K – 853
2021
Q2 		$266K Buy
+4,488
New +$260K 0.02% 691

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Advisor Partners's VO Position: Q3 2021 in Review

Advisor Partners sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 4,488 shares — an estimated $266K sold.

Advisor Partners first reported a position in VO in Q2 2021 and held it in 1 quarter. The position peaked at $266K in Q2 2021. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

  • Advisor Partners reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Advisor Partners sold 4,488 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $266K.
  • Advisor Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Advisor Partners's Vanguard Mid-Cap ETF position peaked at $266K in Q2 2021.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Advisor Partners's 13F filing for Q3 2021, filed 15 Nov 2021.