Azimuth Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Azimuth Capital 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	$1.78M	Sell	30,020 -356	-1%	-$20.9K	0.08%	199
2021 Q4	$1.94M	Buy	30,376 +4,800	+19%	+$301K	0.08%	200
2021 Q3	$1.51M	Hold	25,576	–	–	0.07%	207
2021 Q2	$1.52M	Buy	25,576 +856	+3%	+$49.6K	0.07%	213
2021 Q1	$1.37M	Hold	24,720	–	–	0.06%	216
2020 Q4	$1.28M	Buy	24,720 +800	+3%	+$38.7K	0.06%	213
2020 Q3	$1.05M	Buy	23,920 +2,000	+9%	+$87.2K	0.06%	200
2020 Q2	$898K	Buy	+21,920	New	+$840K	0.06%	207
2020 Q1	–	Sell	-20,144	Closed	-$897K	–	279
2019 Q4	$897K	Buy	20,144 +232	+1%	+$9.96K	0.05%	211
2019 Q3	$834K	Buy	19,912 +14,644	+278%	+$612K	0.05%	211
2019 Q2	$220K	Buy	+5,268	New	+$216K	0.01%	270

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

Azimuth Capital Management's VO Position: Q1 2022 in Review

Azimuth Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.2% in Q1 2022, selling an estimated $20.9K and leaving 30,020 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #199.

Azimuth Capital Management first reported a position in VO in Q2 2019 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Azimuth Capital Management held 30,020 shares of Vanguard Mid-Cap ETF worth $1.78M as of Q1 2022.
Azimuth Capital Management sold 356 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $20.9K.
Vanguard Mid-Cap ETF made up 0.08% of Azimuth Capital Management's portfolio in Q1 2022, its #199 holding.
Azimuth Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 11 quarters since.
Azimuth Capital Management's Vanguard Mid-Cap ETF position peaked at $1.94M in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.