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

Blooom 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	$317K	Buy	5,200 +204	+4%	+$10.7K	0.6%	28
2022 Q2	$376K	Sell	4,996 -8,384	-63%	-$453K	0.65%	28
2022 Q1	$407K	Buy	13,380 +440	+3%	+$25.8K	0.33%	28
2021 Q4	$433K	Buy	12,940 +7,948	+159%	+$498K	0.33%	26
2021 Q3	$490K	Sell	4,992 -1,488	-23%	-$89.9K	0.41%	24
2021 Q2	$475K	Buy	6,480 +268	+4%	+$15.5K	0.35%	28
2021 Q1	$445K	Buy	6,212 +1,600	+35%	+$86.8K	0.35%	30
2020 Q4	$295K	Buy	+4,612	New	+$223K	0.24%	32

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Blooom Inc's VO Position: Q3 2022 in Review

Blooom Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q3 2022, buying an estimated $10.7K and bringing the position to 5,200 shares worth $317K. The position accounts for 0.6% of the portfolio, ranked #28.

Blooom Inc first reported a position in VO in Q4 2020 and has held it in 8 quarters since. The position peaked at $490K in Q3 2021. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Blooom Inc held 5,200 shares of Vanguard Morningstar Mid-Cap ETF worth $317K as of Q3 2022.
Blooom Inc bought 204 Vanguard Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $10.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.6% of Blooom Inc's portfolio in Q3 2022, its #28 holding.
Blooom Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $490K in Q3 2021.
1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.