Crescent Grove Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Crescent Grove 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
2022 Q2	–	Sell	-3,884	Closed	-$231K	–	301
2022 Q1	$231K	Hold	3,884	–	–	0.02%	264
2021 Q4	$247K	Buy	3,884 +76	+2%	+$4.76K	0.02%	259
2021 Q3	$225K	Hold	3,808	–	–	0.02%	240
2021 Q2	$226K	Buy	+3,808	New	+$221K	0.02%	234

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crescent Grove Advisors's VO Position: Q2 2022 in Review

Crescent Grove Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 3,884 shares — an estimated $231K sold.

Crescent Grove Advisors first reported a position in VO in Q2 2021 and held it in 4 quarters. The position peaked at $247K in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Crescent Grove Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Crescent Grove Advisors sold 3,884 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $231K.
Crescent Grove Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
Crescent Grove Advisors's Vanguard Mid-Cap ETF position peaked at $247K in Q4 2021.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Crescent Grove Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.