Column Capital Advisors’s Vanguard Morningstar 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Column Capital Advisors's VO Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2023 at 484 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Column Capital Advisors first reported a position in VO in Q1 2022 and has held it in 7 quarters since. The position peaked at $26.6K in Q2 2023. 1,652 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Column Capital Advisors held 484 shares of Vanguard Morningstar Mid-Cap ETF worth $25.2K as of Q3 2023.
Column Capital Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2023.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #409 holding.
Column Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 7 quarters since.
Column Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $26.6K in Q2 2023.
1,652 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.