Credit Suisse’s Vanguard Morningstar 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 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Credit Suisse's VO Position: Q3 2022 in Review

Credit Suisse sold out of Vanguard Morningstar 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. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Credit Suisse reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Credit Suisse sold 1,588 Vanguard Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $78K.
Credit Suisse first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and held it in 24 quarters.
Credit Suisse's Vanguard Morningstar Mid-Cap ETF position peaked at $11M in Q3 2015.
1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

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