American Portfolios Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

American Portfolios Advisors’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 Q3	$5.16M	Buy	109,860 +844	+0.8%	+$44.1K	0.22%	91
2022 Q2	$5.37M	Sell	109,016 -4,916	-4%	-$266K	0.22%	90
2022 Q1	$6.77M	Buy	113,932 +9,824	+9%	+$576K	0.23%	78
2021 Q4	$6.63M	Buy	104,108 +8,576	+9%	+$538K	0.22%	83
2021 Q3	$5.65M	Buy	95,532 +7,748	+9%	+$468K	0.21%	88
2021 Q2	$5.21M	Buy	87,784 +14,620	+20%	+$847K	0.2%	95
2021 Q1	$4.05M	Buy	73,164 +15,092	+26%	+$819K	0.18%	105
2020 Q4	$3M	Sell	58,072 -3,932	-6%	-$190K	0.15%	130
2020 Q3	$2.73M	Buy	62,004 +4,712	+8%	+$205K	0.16%	130
2020 Q2	$2.35M	Sell	57,292 -16,348	-22%	-$626K	0.15%	144
2020 Q1	$2.42M	Sell	73,640 -2,164	-3%	-$89.6K	0.2%	114
2019 Q4	$3.38M	Sell	75,804 -1,756	-2%	-$75.4K	0.24%	96
2019 Q3	$3.25M	Buy	77,560 +1,300	+2%	+$54.3K	0.27%	81
2019 Q2	$3.19M	Sell	76,260 -12,940	-15%	-$529K	0.27%	87
2019 Q1	$3.58M	Buy	89,200 +7,200	+9%	+$277K	0.34%	64
2018 Q4	$2.83M	Buy	82,000 +35,744	+77%	+$1.34M	0.35%	70
2018 Q3	$1.9M	Buy	46,256 +11,344	+32%	+$463K	0.22%	98
2018 Q2	$1.38M	Buy	34,912 +6,476	+23%	+$254K	0.19%	107
2018 Q1	$1.1M	Buy	28,436 +6,892	+32%	+$271K	0.16%	134
2017 Q4	$834K	Buy	+21,544	New	+$813K	0.13%	161

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

RJA

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

American Portfolios Advisors's VO Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.77% in Q3 2022, buying an estimated $44.1K and bringing the position to 109,860 shares worth $5.16M. The position accounts for 0.22% of the portfolio, ranked #91.

American Portfolios Advisors first reported a position in VO in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.77M in Q1 2022. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

American Portfolios Advisors held 109,860 shares of Vanguard Mid-Cap ETF worth $5.16M as of Q3 2022.
American Portfolios Advisors bought 844 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $44.1K.
Vanguard Mid-Cap ETF made up 0.22% of American Portfolios Advisors's portfolio in Q3 2022, its #91 holding.
American Portfolios Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Mid-Cap ETF position peaked at $6.77M in Q1 2022.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.