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Column Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Column Capital Advisors’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
Q3 		$25.2K Hold
484
– – ﹤0.01% 409
2023
Q2 		$26.6K Hold
484
– – ﹤0.01% 405
2023
Q1 		$25.5K Buy
484
+224
+86% +$11.9K ﹤0.01% 417
2022
Q4 		$13.2K Hold
260
– – ﹤0.01% 475
2022
Q3 		$12K Hold
260
– – ﹤0.01% 449
2022
Q2 		$13K Hold
260
– – ﹤0.01% 454
2022
Q1 		$15K Buy
+260
New +$15.3K ﹤0.01% 445

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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