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Eagle Harbor Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Eagle Harbor Asset 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
Q1 		– Sell
-12,288
Closed -$471K – 126
2021
Q4 		$471K Buy
+12,288
New +$770K 0.62% 51

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Morgan Stanley
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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
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RJA
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Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Eagle Harbor Asset Management's VO Position: Q1 2022 in Review

Eagle Harbor Asset Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2022, closing a stake of 12,288 shares — an estimated $471K sold.

Eagle Harbor Asset Management first reported a position in VO in Q4 2021 and held it in 1 quarter. The position peaked at $471K in Q4 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Eagle Harbor Asset Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Eagle Harbor Asset Management sold 12,288 Vanguard Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $471K.
  • Eagle Harbor Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Eagle Harbor Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $471K in Q4 2021.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

Based on Eagle Harbor Asset Management's 13F filing for Q1 2022, filed 11 Aug 2026.