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

Arlington 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
2023 Q3	–	Sell	-600	Closed	-$33K	–	590
2023 Q2	$33K	Hold	600	–	–	0.01%	344
2023 Q1	$31.6K	Hold	600	–	–	﹤0.01%	298
2022 Q4	$30.6K	Sell	600 -2,260	-79%	-$115K	﹤0.01%	260
2022 Q3	$134K	Sell	2,860 -84	-3%	-$4.39K	0.05%	108
2022 Q2	$145K	Sell	2,944 -200	-6%	-$10.8K	0.05%	126
2022 Q1	$187K	Hold	3,144	–	–	0.05%	116
2021 Q4	$200K	Buy	3,144 +984	+46%	+$61.7K	0.05%	119
2021 Q3	$128K	Hold	2,160	–	–	0.04%	151
2021 Q2	$128K	Hold	2,160	–	–	0.04%	120
2021 Q1	$120K	Buy	+2,160	New	+$117K	0.04%	131
2020 Q4	–	Sell	-7,084	Closed	-$312K	–	237
2020 Q3	$312K	Hold	7,084	–	–	0.17%	57
2020 Q2	$290K	Hold	7,084	–	–	0.16%	58
2020 Q1	$233K	Buy	+7,084	New	+$293K	0.12%	64

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arlington Partners's VO Position: Q3 2023 in Review

Arlington Partners sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 600 shares — an estimated $33K sold.

Arlington Partners first reported a position in VO in Q1 2020 and held it in 13 quarters. The position peaked at $312K in Q3 2020. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Arlington Partners reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 600 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $33K.
Arlington Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and held it in 13 quarters.
Arlington Partners's Vanguard Mid-Cap ETF position peaked at $312K in Q3 2020.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.