AIA
VO icon

Avalon Investment & Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-19,456
Closed -$1.24M – 340
2021
Q4 		$1.24M Buy
+19,456
New +$1.22M 0.03% 196

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avalon Investment & Advisory's VO Position: Q1 2022 in Review

Avalon Investment & Advisory sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 19,456 shares — an estimated $1.24M sold.

Avalon Investment & Advisory first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $1.24M in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Avalon Investment & Advisory reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 19,456 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $1.24M.
  • Avalon Investment & Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Avalon Investment & Advisory's Vanguard Mid-Cap ETF position peaked at $1.24M in Q4 2021.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Avalon Investment & Advisory's 13F filing for Q1 2022, filed 17 May 2022.