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

Altium 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 Q2	$38.1M	Buy	772,932 +118,300	+18%	+$6.39M	2.74%	7
2022 Q1	$38.9M	Buy	654,632 +43,336	+7%	+$2.54M	2.51%	7
2021 Q4	$38.9M	Buy	611,296 +2,012	+0.3%	+$126K	2.51%	11
2021 Q3	$36.1M	Buy	609,284 +460	+0.1%	+$27.8K	2.58%	9
2021 Q2	$36.1M	Buy	608,824 +3,280	+0.5%	+$190K	2.65%	9
2021 Q1	$33.5M	Sell	605,544 -8,172	-1%	-$443K	2.69%	9
2020 Q4	$31.7M	Sell	613,716 -1,520	-0.2%	-$73.6K	2.8%	10
2020 Q3	$27.1M	Sell	615,236 -5,296	-0.9%	-$231K	2.82%	10
2020 Q2	$25.4M	Buy	620,532 +63,680	+11%	+$2.44M	2.86%	10
2020 Q1	$18.3M	Buy	556,852 +249,008	+81%	+$10.3M	2.51%	10
2019 Q4	$13.7M	Sell	307,844 -2,896	-0.9%	-$124K	1.64%	14
2019 Q3	$13M	Buy	310,740 +13,268	+4%	+$554K	1.75%	13
2019 Q2	$12.4M	Buy	297,472 +4,572	+2%	+$187K	1.8%	14
2019 Q1	$11.8M	Sell	292,900 -3,252	-1%	-$125K	1.88%	13
2018 Q4	$10.2M	Buy	296,152 +268,612	+975%	+$10.1M	1.96%	13
2018 Q3	$1.13M	Sell	27,540 -12,552	-31%	-$512K	0.22%	73
2018 Q2	$1.58M	Sell	40,092 -7,228	-15%	-$284K	0.42%	43
2018 Q1	$1.82M	Buy	47,320 +644	+1%	+$25.4K	0.72%	27
2017 Q4	$1.81M	Buy	+46,676	New	+$1.76M	0.83%	26

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altium Wealth Management's VO Position: Q2 2022 in Review

Altium Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 18% in Q2 2022, buying an estimated $6.39M and bringing the position to 772,932 shares worth $38.1M. The position accounts for 2.74% of the portfolio, ranked #7.

Altium Wealth Management first reported a position in VO in Q4 2017 and has held it in 19 quarters since. The position peaked at $38.9M in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Altium Wealth Management held 772,932 shares of Vanguard Mid-Cap ETF worth $38.1M as of Q2 2022.
Altium Wealth Management bought 118,300 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $6.39M.
Vanguard Mid-Cap ETF made up 2.74% of Altium Wealth Management's portfolio in Q2 2022, its #7 holding.
Altium Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Vanguard Mid-Cap ETF position peaked at $38.9M in Q4 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.