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Credit Suisse’s Vanguard Mid-Cap ETF VO Stock Holding History

Credit Suisse’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
2022
Q3 		– Sell
-1,588
Closed -$78K – 4319
2022
Q2 		$78K Buy
+1,588
New +$85.8K ﹤0.01% 3574
2021
Q4 		– Sell
-10,668
Closed -$632K – 4680
2021
Q3 		$632K Buy
10,668
+284
+3% +$17.2K ﹤0.01% 3655
2021
Q2 		$616K Buy
+10,384
New +$602K ﹤0.01% 3710
2020
Q1 		– Sell
-201,576
Closed -$8.98M – 4260
2019
Q4 		$8.98M Buy
201,576
+151,860
+305% +$6.52M 0.01% 1477
2019
Q3 		$2.08M Buy
49,716
+41,744
+524% +$1.74M ﹤0.01% 2436
2019
Q2 		$333K Sell
7,972
-2,944
-27% -$120K ﹤0.01% 3634
2019
Q1 		$439K Sell
10,916
-56,468
-84% -$2.17M ﹤0.01% 3409
2018
Q4 		$2.33M Buy
67,384
+53,440
+383% +$2.01M ﹤0.01% 2112
2018
Q3 		$572K Buy
13,944
+7,700
+123% +$314K ﹤0.01% 3221
2018
Q2 		$246K Buy
+6,244
New +$245K ﹤0.01% 3695
2017
Q4 		– Sell
-244,248
Closed -$8.98M – 4210
2017
Q3 		$8.98M Buy
244,248
+173,608
+246% +$6.26M 0.01% 1315
2017
Q2 		$2.52M Buy
+70,640
New +$2.5M ﹤0.01% 2081
2016
Q2 		– Sell
-102,968
Closed -$3.12M – 4359
2016
Q1 		$3.12M Sell
102,968
-213,612
-67% -$6.04M ﹤0.01% 1865
2015
Q4 		$9.51M Sell
316,580
-60,644
-16% -$1.85M 0.01% 1173
2015
Q3 		$11M Buy
377,224
+37,840
+11% +$1.18M 0.01% 1062
2015
Q2 		$10.8M Buy
339,384
+15,124
+5% +$491K 0.01% 1195
2015
Q1 		$10.8M Buy
324,260
+24,276
+8% +$763K 0.01% 1152
2014
Q4 		$9.27M Buy
299,984
+24,660
+9% +$743K 0.01% 1336
2014
Q3 		$8.07M Buy
275,324
+49,628
+22% +$1.47M 0.01% 1429
2014
Q2 		$6.7M Buy
225,696
+5,556
+3% +$159K 0.01% 1701
2014
Q1 		$6.25M Buy
220,140
+140
+0.1% +$3.88K 0.01% 1579
2013
Q4 		$6.05M Sell
220,000
-16,172
-7% -$431K 0.01% 1674
2013
Q3 		$6.05M Buy
236,172
+10,404
+5% +$261K 0.01% 1486
2013
Q2 		$5.37M Buy
+225,768
New +$5.35M 0.01% 1513

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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Credit Suisse's VO Position: Q3 2022 in Review

Credit Suisse sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 1,588 shares — an estimated $78K sold.

Credit Suisse first reported a position in VO in Q2 2013 and held it in 24 quarters. The position peaked at $11M in Q3 2015. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Credit Suisse reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Credit Suisse sold 1,588 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $78K.
  • Credit Suisse first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 24 quarters.
  • Credit Suisse's Vanguard Mid-Cap ETF position peaked at $11M in Q3 2015.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.