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

Berry 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
2020 Q4	$4.66M	Buy	90,084 +4,152	+5%	+$201K	2.1%	16
2020 Q3	$3.79M	Buy	85,932 +3,328	+4%	+$145K	2.03%	16
2020 Q2	$3.38M	Buy	82,604 +8,372	+11%	+$321K	2.1%	17
2020 Q1	$2.44M	Buy	74,232 +5,388	+8%	+$223K	1.84%	20
2019 Q4	$3.07M	Buy	+68,844	New	+$2.96M	1.66%	18

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Berry Group's VO Position: Q4 2020 in Review

Berry Group increased its Vanguard Mid-Cap ETF (VO) stake by 4.8% in Q4 2020, buying an estimated $201K and bringing the position to 90,084 shares worth $4.66M. The position accounts for 2.1% of the portfolio, ranked #16.

Berry Group first reported a position in VO in Q4 2019 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

Berry Group held 90,084 shares of Vanguard Mid-Cap ETF worth $4.66M as of Q4 2020.
Berry Group bought 4,152 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $201K.
Vanguard Mid-Cap ETF made up 2.1% of Berry Group's portfolio in Q4 2020, its #16 holding.
Berry Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 5 quarters since.
1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.