EFSCE
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Enterprise Financial Services Corp (EFSC)’s Vanguard Mid-Cap ETF VO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-16,396
Closed -$807K – 212
2022
Q2 		$807K Sell
16,396
-176
-1% -$9.51K 0.16% 109
2022
Q1 		$985K Buy
16,572
+220
+1% +$12.9K 0.16% 109
2021
Q4 		$1.04M Sell
16,352
-36,212
-69% -$2.27M 0.16% 110
2021
Q3 		$3.11M Buy
52,564
+38,572
+276% +$2.33M 0.4% 58
2021
Q2 		$830K Buy
13,992
+964
+7% +$55.9K 0.13% 109
2021
Q1 		$721K Sell
13,028
-444
-3% -$24.1K 0.13% 103
2020
Q4 		$696K Sell
13,472
-2,872
-18% -$139K 0.13% 98
2020
Q3 		$720K Sell
16,344
-1,700
-9% -$74.1K 0.15% 94
2020
Q2 		$739K Sell
18,044
-4,540
-20% -$174K 0.16% 91
2020
Q1 		$743K Sell
22,584
-1,148
-5% -$47.5K 0.19% 82
2019
Q4 		$1.06M Buy
23,732
+4
+0% +$172 0.23% 74
2019
Q3 		$993K Sell
23,728
-1,900
-7% -$79.4K 0.23% 73
2019
Q2 		$1.07M Sell
25,628
-2,536
-9% -$104K 0.23% 76
2019
Q1 		$1.13M Sell
28,164
-368
-1% -$14.2K 0.25% 72
2018
Q4 		$986K Sell
28,532
-7,756
-21% -$291K 0.62% 39
2018
Q3 		$1.49M Sell
36,288
-5,496
-13% -$224K 0.78% 26
2018
Q2 		$1.65M Sell
41,784
-868
-2% -$34.1K 0.84% 23
2018
Q1 		$1.64M Sell
42,652
-376
-0.9% -$14.8K 0.85% 24
2017
Q4 		$1.67M Buy
43,028
+848
+2% +$32K 0.81% 27
2017
Q3 		$1.55M Sell
42,180
-3,632
-8% -$131K 0.77% 28
2017
Q2 		$1.63M Buy
45,812
+2,516
+6% +$88.9K 0.81% 25
2017
Q1 		$1.51M Buy
43,296
+6,816
+19% +$234K 0.74% 28
2016
Q4 		$1.2M Buy
36,480
+8,752
+32% +$283K 0.6% 33
2016
Q3 		$897K Buy
27,728
+1,564
+6% +$50.2K 0.51% 39
2016
Q2 		$809K Buy
26,164
+5,140
+24% +$157K 0.48% 44
2016
Q1 		$637K Buy
21,024
+612
+3% +$17.3K 0.38% 51
2015
Q4 		$613K Buy
20,412
+500
+3% +$15.3K 0.36% 61
2015
Q3 		$581K Sell
19,912
-104
-0.5% -$3.24K 0.37% 57
2015
Q2 		$638K Buy
20,016
+5,176
+35% +$168K 0.38% 54
2015
Q1 		$492K Buy
14,840
+1,316
+10% +$41.4K 0.29% 74
2014
Q4 		$418K Buy
13,524
+904
+7% +$27.2K 0.25% 83
2014
Q3 		$370K Buy
12,620
+2,488
+25% +$73.9K 0.23% 90
2014
Q2 		$301K Buy
10,132
+356
+4% +$10.2K 0.18% 107
2014
Q1 		$278K Hold
9,776
– – 0.17% 104
2013
Q4 		$269K Sell
9,776
-152
-2% -$4.05K 0.16% 106
2013
Q3 		$254K Sell
9,928
-528
-5% -$13.2K 0.16% 102
2013
Q2 		$249K Buy
+10,456
New +$248K 0.17% 101

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

Enterprise Financial Services Corp (EFSC)'s VO Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 16,396 shares — an estimated $807K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VO in Q2 2013 and held it in 37 quarters. The position peaked at $3.11M in Q3 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 16,396 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $807K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 37 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Vanguard Mid-Cap ETF position peaked at $3.11M in Q3 2021.
  • 1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.