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Berkeley Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Berkeley Inc’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
Q3 		– Sell
-9,588
Closed -$472K – 86
2022
Q2 		$472K Sell
9,588
-3,540
-27% -$191K 0.38% 56
2022
Q1 		$780K Buy
+13,128
New +$770K 0.55% 46

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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Berkeley Inc's VO Position: Q3 2022 in Review

Berkeley Inc sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 9,588 shares — an estimated $472K sold.

Berkeley Inc first reported a position in VO in Q1 2022 and held it in 2 quarters. The position peaked at $780K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Berkeley Inc reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Berkeley Inc sold 9,588 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $472K.
  • Berkeley Inc first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Berkeley Inc's Vanguard Mid-Cap ETF position peaked at $780K in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Berkeley Inc's 13F filing for Q3 2022, filed 4 Mar 2025.