Axiom Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Axiom Investment Management’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	-1,600	Closed	-$102K	–	151
2021 Q4	$102K	Hold	1,600	–	–	0.1%	117
2021 Q3	$95K	Hold	1,600	–	–	0.1%	119
2021 Q2	$95K	Hold	1,600	–	–	0.07%	134
2021 Q1	$89K	Buy	1,600 +772	+93%	+$41.9K	0.07%	143
2020 Q4	$83	Sell	828 -772	-48%	-$37.4K	0.08%	117
2020 Q3	$71K	Hold	1,600	–	–	0.08%	117
2020 Q2	$66K	Hold	1,600	–	–	0.09%	105
2020 Q1	$53K	Hold	1,600	–	–	0.09%	101
2019 Q4	$71K	Sell	1,600 -1,456	-48%	-$62.5K	0.1%	118
2019 Q3	$128K	Hold	3,056	–	–	0.1%	170
2019 Q2	$128K	Hold	3,056	–	–	0.02%	379
2019 Q1	$123K	Buy	+3,056	New	+$118K	0.02%	372

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Axiom Investment Management's VO Position: Q1 2022 in Review

Axiom Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 1,600 shares — an estimated $102K sold.

Axiom Investment Management first reported a position in VO in Q1 2019 and held it in 12 quarters. The position peaked at $128K in Q3 2019. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Axiom Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Axiom Investment Management sold 1,600 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $102K.
Axiom Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 12 quarters.
Axiom Investment Management's Vanguard Mid-Cap ETF position peaked at $128K in Q3 2019.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.