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Atlanta Financial Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atlanta Financial Associates’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
Q1 		$1.67M Hold
32,232
– – 0.78% 14
2020
Q4 		$1.67M Buy
32,232
+3,256
+11% +$158K 0.78% 14
2020
Q3 		$1.28M Sell
28,976
-8
-0% -$349 0.66% 14
2020
Q2 		$1.19M Buy
28,984
+11,556
+66% +$443K 0.66% 15
2020
Q1 		$574K Buy
+17,428
New +$722K 0.45% 27

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
TIAA FSB
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

Atlanta Financial Associates's VO Position: Q1 2021 in Review

Atlanta Financial Associates held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2021 at 32,232 shares worth $1.67M. The position accounts for 0.78% of the portfolio, ranked #14.

Atlanta Financial Associates first reported a position in VO in Q1 2020 and has held it in 5 quarters since. 1,273 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Atlanta Financial Associates held 32,232 shares of Vanguard Morningstar Mid-Cap ETF worth $1.67M as of Q1 2021.
  • Atlanta Financial Associates left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2021.
  • Vanguard Morningstar Mid-Cap ETF made up 0.78% of Atlanta Financial Associates's portfolio in Q1 2021, its #14 holding.
  • Atlanta Financial Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 5 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.