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Court Place Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Court Place 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
2021
Q1 		– Sell
-4,008
Closed -$207K – 181
2020
Q4 		$207K Buy
+4,008
New +$194K 0.07% 166

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Court Place Advisors's VO Position: Q1 2021 in Review

Court Place Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2021, closing a stake of 4,008 shares — an estimated $207K sold.

Court Place Advisors first reported a position in VO in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 1,273 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Court Place Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Court Place Advisors sold 4,008 Vanguard Morningstar Mid-Cap ETF shares in Q1 2021, an estimated $207K.
  • Court Place Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Court Place Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $207K in Q4 2020.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2021.

Based on Court Place Advisors's 13F filing for Q1 2021, filed 17 May 2021.