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COWA LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

COWA LLC’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
Q4 		– Sell
-4,360
Closed -$260K – 149
2021
Q3 		$260K Hold
4,360
– – 0.15% 108
2021
Q2 		$258K Hold
4,360
– – 0.16% 99
2021
Q1 		$242K Hold
4,360
– – 0.15% 103
2020
Q4 		$225K Buy
+4,360
New +$211K 0.17% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

COWA LLC's VO Position: Q4 2021 in Review

COWA LLC sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 4,360 shares — an estimated $260K sold.

COWA LLC first reported a position in VO in Q4 2020 and held it in 4 quarters. The position peaked at $260K in Q3 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • COWA LLC reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • COWA LLC sold 4,360 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $260K.
  • COWA LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
  • COWA LLC's Vanguard Mid-Cap ETF position peaked at $260K in Q3 2021.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on COWA LLC's 13F filing for Q4 2021, filed 4 Feb 2022.