Bingham Osborn & Scarborough’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bingham Osborn & Scarborough’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 Q4	–	Sell	-7,640	Closed	-$452K	–	141
2021 Q3	$452K	Buy	7,640 +16	+0.2%	+$967	0.03%	99
2021 Q2	$452K	Buy	7,624 +20	+0.3%	+$1.16K	0.03%	103
2021 Q1	$421K	Sell	7,604 -924	-11%	-$50.1K	0.03%	94
2020 Q4	$441K	Buy	+8,528	New	+$413K	0.04%	73

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bingham Osborn & Scarborough's VO Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 7,640 shares — an estimated $452K sold.

Bingham Osborn & Scarborough first reported a position in VO in Q4 2020 and held it in 4 quarters. The position peaked at $452K in Q3 2021. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 7,640 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $452K.
Bingham Osborn & Scarborough first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
Bingham Osborn & Scarborough's Vanguard Morningstar Mid-Cap ETF position peaked at $452K in Q3 2021.
1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.