BAIA
VO icon

Bel Air Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bel Air Investment Advisors’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
Q2 		$1.46M Hold
24,556
– – 0.04% 151
2021
Q1 		$1.36M Buy
+24,556
New +$1.33M 0.04% 165

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bel Air Investment Advisors's VO Position: Q2 2021 in Review

Bel Air Investment Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2021 at 24,556 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #151.

Bel Air Investment Advisors first reported a position in VO in Q1 2021 and has held it in 2 quarters since. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

  • Bel Air Investment Advisors held 24,556 shares of Vanguard Mid-Cap ETF worth $1.46M as of Q2 2021.
  • Bel Air Investment Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2021.
  • Vanguard Mid-Cap ETF made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #151 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.