Financial Partners Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Financial Partners Capital 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 Q4	$304K	Hold	5,960	–	–	0.07%	105
2022 Q3	$280K	Hold	5,960	–	–	0.07%	109
2022 Q2	$293K	Hold	5,960	–	–	0.06%	112
2022 Q1	$354K	Hold	5,960	–	–	0.07%	105
2021 Q4	$380K	Hold	5,960	–	–	0.07%	102
2021 Q3	$353K	Hold	5,960	–	–	0.06%	99
2021 Q2	$354K	Sell	5,960 -32	-0.5%	-$1.85K	0.06%	95
2021 Q1	$332K	Buy	5,992 +32	+0.5%	+$1.74K	0.07%	96
2020 Q4	$308K	Hold	5,960	–	–	0.07%	89
2020 Q3	$263K	Hold	5,960	–	–	0.07%	89
2020 Q2	$244K	Buy	+5,960	New	+$228K	0.07%	87

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Financial Partners Capital Management's VO Position: Q4 2022 in Review

Financial Partners Capital Management held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2022 at 5,960 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #105.

Financial Partners Capital Management first reported a position in VO in Q2 2020 and has held it in 11 quarters since. The position peaked at $380K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Financial Partners Capital Management held 5,960 shares of Vanguard Mid-Cap ETF worth $304K as of Q4 2022.
Financial Partners Capital Management left its Vanguard Mid-Cap ETF share count unchanged in Q4 2022.
Vanguard Mid-Cap ETF made up 0.07% of Financial Partners Capital Management's portfolio in Q4 2022, its #105 holding.
Financial Partners Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and has held it in 11 quarters since.
Financial Partners Capital Management's Vanguard Mid-Cap ETF position peaked at $380K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.