Align Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Align Wealth Management’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
2022 Q4	$73.3K	Buy	+1,560	New	+$79.5K	0.06%	46

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Align Wealth Management's VO Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2022: 1,560 shares worth $73.3K. The stake represents 0.06% of the portfolio and ranks #46 among its holdings.

1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Align Wealth Management held 1,560 shares of Vanguard Morningstar Mid-Cap ETF worth $73.3K as of Q4 2022.
Vanguard Morningstar Mid-Cap ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Align Wealth Management's portfolio in Q4 2022, its #46 holding.
1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.