Cadence Bank NA’s Vanguard Mid-Cap ETF VO Stock Holding History

Cadence Bank NA’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	–	Sell	-18,156	Closed	-$894K	–	193
2022 Q2	$894K	Buy	18,156 +636	+4%	+$34.4K	0.29%	83
2022 Q1	$1.04M	Buy	17,520 +56	+0.3%	+$3.29K	0.29%	81
2021 Q4	$1.11M	Sell	17,464 -5,020	-22%	-$315K	0.3%	82
2021 Q3	$1.33M	Buy	22,484 +44	+0.2%	+$2.66K	0.4%	66
2021 Q2	$1.33M	Buy	22,440 +20	+0.1%	+$1.16K	0.4%	66
2021 Q1	$1.24M	Buy	22,420 +3,424	+18%	+$186K	0.39%	68
2020 Q4	$982K	Buy	18,996 +4,068	+27%	+$197K	0.35%	79
2020 Q3	$658K	Buy	14,928 +1,440	+11%	+$62.8K	0.26%	97
2020 Q2	$553K	Buy	13,488 +1,872	+16%	+$71.7K	0.23%	105
2020 Q1	$383K	Hold	11,616	–	–	0.2%	117
2019 Q4	$517K	Hold	11,616	–	–	0.19%	120
2019 Q3	$486K	Hold	11,616	–	–	0.19%	120
2019 Q2	$485K	Hold	11,616	–	–	0.19%	119
2019 Q1	$467K	Hold	11,616	–	–	0.18%	120
2018 Q4	$401K	Buy	11,616 +5,992	+107%	+$225K	0.18%	116
2018 Q3	$231K	Hold	5,624	–	–	0.09%	168
2018 Q2	$222K	Buy	+5,624	New	+$221K	0.09%	157

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

Cadence Bank NA's VO Position: Q3 2022 in Review

Cadence Bank NA sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 18,156 shares — an estimated $894K sold.

Cadence Bank NA first reported a position in VO in Q2 2018 and held it in 17 quarters. The position peaked at $1.33M in Q3 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Cadence Bank NA reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 18,156 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $894K.
Cadence Bank NA first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and held it in 17 quarters.
Cadence Bank NA's Vanguard Mid-Cap ETF position peaked at $1.33M in Q3 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.