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

Brewin Dolphin 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
2022 Q2	$68K	Buy	1,240 +620	+100%	+$33.5K	0.01%	172
2022 Q1	$37K	Hold	620	–	–	﹤0.01%	213
2021 Q4	$39K	Hold	620	–	–	﹤0.01%	215
2021 Q3	$36.7K	Hold	620	–	–	﹤0.01%	219
2021 Q2	$36.8K	Hold	620	–	–	﹤0.01%	223
2021 Q1	$34.3K	Hold	620	–	–	0.01%	215
2020 Q4	$32K	Hold	620	–	–	0.01%	197
2020 Q3	$27.3K	Hold	620	–	–	0.01%	201
2020 Q2	$25.4K	Hold	620	–	–	0.01%	197
2020 Q1	$20.4K	Hold	620	–	–	0.01%	144
2019 Q4	$27.6K	Hold	620	–	–	0.01%	148
2019 Q3	$26K	Hold	620	–	–	0.01%	138
2019 Q2	$25.9K	Hold	620	–	–	0.01%	141
2019 Q1	$24.9K	Hold	620	–	–	0.01%	143
2018 Q4	$21.4K	Hold	620	–	–	0.01%	143
2018 Q3	$25.4K	Hold	620	–	–	0.01%	142
2018 Q2	$24.4K	Hold	620	–	–	0.01%	141
2018 Q1	$23.9K	Hold	620	–	–	0.01%	130
2017 Q4	$24K	Buy	+620	New	+$23.4K	0.02%	128

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Brewin Dolphin Wealth Management's VO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 100% in Q2 2022, buying an estimated $33.5K and bringing the position to 1,240 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #172.

Brewin Dolphin Wealth Management first reported a position in VO in Q4 2017 and has held it in 19 quarters since. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Brewin Dolphin Wealth Management held 1,240 shares of Vanguard Mid-Cap ETF worth $68K as of Q2 2022.
Brewin Dolphin Wealth Management bought 620 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $33.5K.
Vanguard Mid-Cap ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #172 holding.
Brewin Dolphin Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 19 quarters since.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.