COWA LLC’s Vanguard Morningstar 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 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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

COWA LLC's VO Position: Q4 2021 in Review

COWA LLC sold out of Vanguard Morningstar 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. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

COWA LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
COWA LLC sold 4,360 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $260K.
COWA LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
COWA LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $260K in Q3 2021.
1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

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