BerganKDV Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

BerganKDV Wealth 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
2023 Q2	$14.9M	Buy	269,992 +16,552	+7%	+$868K	1.49%	15
2023 Q1	$13.4M	Buy	253,440 +16,372	+7%	+$871K	1.38%	17
2022 Q4	$12.1M	Buy	237,068 +15,724	+7%	+$801K	1.31%	18
2022 Q3	$10.4M	Buy	221,344 +12,192	+6%	+$637K	1.24%	17
2022 Q2	$10.3M	Buy	209,152 +17,540	+9%	+$948K	1.18%	18
2022 Q1	$11.4M	Buy	191,612 +24,612	+15%	+$1.44M	1.22%	19
2021 Q4	$10.6M	Buy	167,000 +22,676	+16%	+$1.42M	1.11%	21
2021 Q3	$8.54M	Buy	144,324 +24,480	+20%	+$1.48M	0.97%	21
2021 Q2	$7.11M	Buy	119,844 +768	+0.6%	+$44.5K	0.84%	22
2021 Q1	$6.59M	Sell	119,076 -496	-0.4%	-$26.9K	0.85%	23
2020 Q4	$6.18M	Buy	119,572 +7,956	+7%	+$385K	0.87%	23
2020 Q3	$4.92M	Buy	111,616 +102,852	+1,174%	+$4.48M	0.78%	27
2020 Q2	$359K	Buy	8,764 +7,808	+817%	+$299K	0.06%	177
2020 Q1	$31K	Buy	+956	New	+$39.6K	0.01%	374

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's VO Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 6.5% in Q2 2023, buying an estimated $868K and bringing the position to 269,992 shares worth $14.9M. The position accounts for 1.49% of the portfolio, ranked #15.

BerganKDV Wealth Management first reported a position in VO in Q1 2020 and has held it in 14 quarters since. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

BerganKDV Wealth Management held 269,992 shares of Vanguard Mid-Cap ETF worth $14.9M as of Q2 2023.
BerganKDV Wealth Management bought 16,552 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $868K.
Vanguard Mid-Cap ETF made up 1.49% of BerganKDV Wealth Management's portfolio in Q2 2023, its #15 holding.
BerganKDV Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 14 quarters since.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.