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ARS Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

ARS Wealth 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
2021
Q2 		$203K Buy
+3,428
New +$199K 0.04% 133
2020
Q1 		– Sell
-6,420
Closed -$286K – 110
2019
Q4 		$286K Hold
6,420
– – 0.08% 91
2019
Q3 		$269K Sell
6,420
-264
-4% -$11K 0.09% 91
2019
Q2 		$279K Buy
6,684
+264
+4% +$10.8K 0.09% 92
2019
Q1 		$258K Hold
6,420
– – 0.08% 91
2018
Q4 		$222K Sell
6,420
-300
-4% -$11.3K 0.08% 95
2018
Q3 		$276K Hold
6,720
– – 0.09% 96
2018
Q2 		$265K Hold
6,720
– – 0.1% 93
2018
Q1 		$259K Sell
6,720
-2,668
-28% -$105K 0.1% 97
2017
Q4 		$363K Buy
9,388
+8
+0.1% +$302 0.13% 84
2017
Q3 		$345K Sell
9,380
-640
-6% -$23.1K 0.13% 85
2017
Q2 		$357K Buy
10,020
+8
+0.1% +$283 0.14% 80
2017
Q1 		$349K Hold
10,012
– – 0.15% 78
2016
Q4 		$330K Sell
10,012
-5,536
-36% -$179K 0.15% 71
2016
Q3 		$503K Sell
15,548
-1,632
-9% -$52.4K 0.21% 49
2016
Q2 		$531K Sell
17,180
-5,380
-24% -$164K 0.23% 46
2016
Q1 		$684K Sell
22,560
-1,060
-4% -$30K 0.32% 33
2015
Q4 		$709K Sell
23,620
-560
-2% -$17.1K 0.37% 27
2015
Q3 		$705K Sell
24,180
-2,756
-10% -$85.9K 0.36% 23
2015
Q2 		$858K Buy
26,936
+1,988
+8% +$64.5K 0.38% 22
2015
Q1 		$828K Buy
24,948
+2,540
+11% +$79.9K 0.36% 25
2014
Q4 		$692K Sell
22,408
-156
-0.7% -$4.7K 0.3% 27
2014
Q3 		$662K Buy
22,564
+3,940
+21% +$117K 0.31% 29
2014
Q2 		$553K Sell
18,624
-1,568
-8% -$44.8K 0.27% 33
2014
Q1 		$573K Buy
20,192
+4,232
+27% +$117K 0.34% 28
2013
Q4 		$439K Buy
+15,960
New +$425K 0.27% 36

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ARS Wealth Advisors's VO Position: Q2 2021 in Review

ARS Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2021: 3,428 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: ARS Wealth Advisors previously reported a position in VO as recently as Q4 2019.

ARS Wealth Advisors first reported a position in VO in Q4 2013 and has held it in 26 quarters since. The position peaked at $858K in Q2 2015. 1,328 funds tracked by Wall St. Rank hold VO as of Q2 2021.

  • ARS Wealth Advisors held 3,428 shares of Vanguard Morningstar Mid-Cap ETF worth $203K as of Q2 2021.
  • Vanguard Morningstar Mid-Cap ETF was a new ARS Wealth Advisors position in Q2 2021.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #133 holding.
  • ARS Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 26 quarters since.
  • ARS Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $858K in Q2 2015.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.