Doyle Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Doyle Wealth Management’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	$11.2M	Buy	238,440 +7,480	+3%	+$391K	0.96%	43
2022 Q2	$11.4M	Buy	230,960 +2,252	+1%	+$122K	0.92%	43
2022 Q1	$13.6M	Buy	228,708 +38,048	+20%	+$2.23M	0.98%	42
2021 Q4	$12.1M	Buy	190,660 +34,732	+22%	+$2.18M	0.87%	44
2021 Q3	$9.23M	Buy	155,928 +35,556	+30%	+$2.15M	0.73%	54
2021 Q2	$7.14M	Buy	120,372 +38,020	+46%	+$2.2M	0.59%	58
2021 Q1	$4.56M	Buy	82,352 +21,308	+35%	+$1.16M	0.44%	58
2020 Q4	$3.15M	Buy	61,044 +9,600	+19%	+$465K	0.32%	62
2020 Q3	$2.27M	Buy	51,444 +9,452	+23%	+$412K	0.26%	68
2020 Q2	$1.72M	Buy	41,992 +20,272	+93%	+$777K	0.23%	60
2020 Q1	$715K	Buy	21,720 +6,092	+39%	+$252K	0.11%	87
2019 Q4	$696K	Buy	15,628 +1,708	+12%	+$73.3K	0.09%	100
2019 Q3	$583K	Buy	13,920 +100	+0.7%	+$4.18K	0.08%	106
2019 Q2	$578K	Sell	13,820 -344	-2%	-$14.1K	0.08%	103
2019 Q1	$580K	Buy	14,164 +76	+0.5%	+$2.92K	0.08%	100
2018 Q4	$487K	Buy	14,088 +92	+0.7%	+$3.45K	0.08%	101
2018 Q3	$575K	Buy	13,996 +932	+7%	+$38K	0.09%	100
2018 Q2	$515K	Buy	13,064 +1,124	+9%	+$44.1K	0.09%	103
2018 Q1	$460K	Buy	11,940 +492	+4%	+$19.4K	0.08%	104
2017 Q4	$443K	Buy	11,448 +188	+2%	+$7.1K	0.07%	108
2017 Q3	$414K	Buy	11,260 +220	+2%	+$7.93K	0.07%	98
2017 Q2	$393K	Sell	11,040 -1,308	-11%	-$46.2K	0.07%	99
2017 Q1	$430K	Buy	+12,348	New	+$424K	0.09%	88

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

Doyle Wealth Management's VO Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q3 2022, buying an estimated $391K and bringing the position to 238,440 shares worth $11.2M. The position accounts for 0.96% of the portfolio, ranked #43.

Doyle Wealth Management first reported a position in VO in Q1 2017 and has held it in 23 quarters since. The position peaked at $13.6M in Q1 2022. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Doyle Wealth Management held 238,440 shares of Vanguard Morningstar Mid-Cap ETF worth $11.2M as of Q3 2022.
Doyle Wealth Management bought 7,480 Vanguard Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $391K.
Vanguard Morningstar Mid-Cap ETF made up 0.96% of Doyle Wealth Management's portfolio in Q3 2022, its #43 holding.
Doyle Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $13.6M in Q1 2022.
1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.