Brightworth’s Vanguard Mid-Cap ETF VO Stock Holding History

Brightworth’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	$2.43M	Buy	51,640 +34,756	+206%	+$1.82M	0.26%	54
2022 Q2	$831K	Sell	16,884 -6,352	-27%	-$343K	0.09%	75
2022 Q1	$1.38M	Buy	23,236 +18,892	+435%	+$1.11M	0.14%	63
2021 Q4	$277K	Buy	4,344 +72	+2%	+$4.51K	0.03%	110
2021 Q3	$252K	Buy	+4,272	New	+$258K	0.02%	102
2020 Q1	–	Sell	-14,836	Closed	-$661K	–	93
2019 Q4	$661K	Buy	+14,836	New	+$637K	0.12%	60

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Brightworth's VO Position: Q3 2022 in Review

Brightworth increased its Vanguard Mid-Cap ETF (VO) stake by 206% in Q3 2022, buying an estimated $1.82M and bringing the position to 51,640 shares worth $2.43M. The position accounts for 0.26% of the portfolio, ranked #54.

Brightworth first reported a position in VO in Q4 2019 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Brightworth held 51,640 shares of Vanguard Mid-Cap ETF worth $2.43M as of Q3 2022.
Brightworth bought 34,756 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $1.82M.
Vanguard Mid-Cap ETF made up 0.26% of Brightworth's portfolio in Q3 2022, its #54 holding.
Brightworth first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.