Cowen Prime Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cowen Prime 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 Q2	$90.9K	Hold	1,652	–	–	0.03%	113
2023 Q1	$86K	Buy	+1,652	New	+$87.9K	0.03%	108

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

Cowen Prime Advisors's VO Position: Q2 2023 in Review

Cowen Prime Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2023 at 1,652 shares worth $90.9K. The position accounts for 0.03% of the portfolio, ranked #113.

Cowen Prime Advisors first reported a position in VO in Q1 2023 and has held it in 2 quarters since. 1,654 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Cowen Prime Advisors held 1,652 shares of Vanguard Morningstar Mid-Cap ETF worth $90.9K as of Q2 2023.
Cowen Prime Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2023.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Cowen Prime Advisors's portfolio in Q2 2023, its #113 holding.
Cowen Prime Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 2 quarters since.
1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.