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Barber Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Barber Financial Group’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
-34,864
Closed -$2.22M – 170
2021
Q4 		$2.22M Buy
34,864
+116
+0.3% +$7.27K 0.27% 41
2021
Q3 		$2.06M Buy
34,748
+88
+0.3% +$5.32K 0.27% 45
2021
Q2 		$2.06M Sell
34,660
-80
-0.2% -$4.64K 0.28% 44
2021
Q1 		$1.92M Sell
34,740
-112
-0.3% -$6.08K 0.28% 44
2020
Q4 		$1.8M Sell
34,852
-1,852
-5% -$89.7K 0.33% 46
2020
Q3 		$1.62M Buy
36,704
+528
+1% +$23K 0.35% 42
2020
Q2 		$1.48M Buy
36,176
+144
+0.4% +$5.52K 0.35% 42
2020
Q1 		$1.19M Sell
36,032
-1,556
-4% -$64.4K 0.38% 42
2019
Q4 		$1.67M Sell
37,588
-36
-0.1% -$1.55K 0.34% 57
2019
Q3 		$1.58M Buy
37,624
+120
+0.3% +$5.01K 0.34% 56
2019
Q2 		$1.57M Sell
37,504
-100
-0.3% -$4.09K 0.37% 52
2019
Q1 		$1.51M Sell
37,604
-1,912
-5% -$73.5K 0.3% 46
2018
Q4 		$1.36M Buy
39,516
+348
+0.9% +$13.1K 0.29% 56
2018
Q3 		$1.61M Sell
39,168
-792
-2% -$32.3K 0.39% 49
2018
Q2 		$1.57M Sell
39,960
-1,056
-3% -$41.5K 0.46% 43
2018
Q1 		$1.58M Sell
41,016
-4,288
-9% -$169K 0.42% 52
2017
Q4 		$1.75M Sell
45,304
-97,876
-68% -$3.69M 0.45% 52
2017
Q3 		$5.26M Sell
143,180
-7,876
-5% -$284K 1.49% 21
2017
Q2 		$5.38M Buy
151,056
+4,708
+3% +$166K 1.75% 18
2017
Q1 		$5.09M Sell
146,348
-6,604
-4% -$227K 1.74% 18
2016
Q4 		$5.03M Buy
+152,952
New +$4.95M 1.82% 15

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

Barber Financial Group's VO Position: Q1 2022 in Review

Barber Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 34,864 shares — an estimated $2.22M sold.

Barber Financial Group first reported a position in VO in Q4 2016 and held it in 21 quarters. The position peaked at $5.38M in Q2 2017. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Barber Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Barber Financial Group sold 34,864 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $2.22M.
  • Barber Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and held it in 21 quarters.
  • Barber Financial Group's Vanguard Mid-Cap ETF position peaked at $5.38M in Q2 2017.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Barber Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.