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Cannell & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Cannell & Co’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
2023
Q4 		$456K Buy
7,836
+1,424
+22% +$76.1K 0.01% 213
2023
Q3 		$334K Buy
6,412
+1,076
+20% +$59K 0.01% 218
2023
Q2 		$294K Buy
5,336
+180
+3% +$9.44K 0.01% 228
2023
Q1 		$272K Sell
5,156
-44
-0.8% -$2.34K 0.01% 235
2022
Q4 		$265K Sell
5,200
-264
-5% -$13.4K 0.01% 230
2022
Q3 		$257K Hold
5,464
– – 0.01% 233
2022
Q2 		$269K Sell
5,464
-96
-2% -$5.19K 0.01% 235
2022
Q1 		$331K Buy
5,560
+1,536
+38% +$90.1K 0.01% 247
2021
Q4 		$256K Buy
4,024
+640
+19% +$40.1K 0.01% 261
2021
Q3 		$200K Buy
+3,384
New +$204K 0.01% 272
2017
Q2 		– Sell
-111,448
Closed -$3.88M – 254
2017
Q1 		$3.88M Buy
+111,448
New +$3.83M 0.14% 114

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return