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

Frontier 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 Q2	$200K	Hold	4,064	–	–	0.01%	367
2022 Q1	$236K	Hold	4,064	–	–	﹤0.01%	347
2021 Q4	$259K	Sell	4,064 -800	-16%	-$50.1K	0.02%	353
2021 Q3	$288K	Hold	4,864	–	–	0.02%	339
2021 Q2	$289K	Sell	4,864 -12	-0.2%	-$695	0.02%	338
2021 Q1	$270K	Sell	4,876 -432	-8%	-$23.4K	0.02%	318
2020 Q4	$274K	Sell	5,308 -2,712	-34%	-$131K	0.02%	305
2020 Q3	$353K	Buy	8,020 +120	+2%	+$5.23K	0.03%	262
2020 Q2	$324K	Sell	7,900 -16,172	-67%	-$619K	0.03%	267
2020 Q1	$792K	Buy	24,072 +3,756	+18%	+$156K	0.13%	138
2019 Q4	$905K	Hold	20,316	–	–	0.15%	126
2019 Q3	$851K	Buy	20,316 +4,472	+28%	+$187K	0.13%	138
2019 Q2	$662K	Buy	15,844 +248	+2%	+$10.1K	0.1%	159
2019 Q1	$627K	Sell	15,596 -696	-4%	-$26.8K	0.09%	190
2018 Q4	$563K	Buy	16,292 +9,852	+153%	+$370K	0.09%	192
2018 Q3	$264K	Buy	+6,440	New	+$263K	0.03%	324

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

Frontier Wealth Management's VO Position: Q2 2022 in Review

Frontier Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2022 at 4,064 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #367.

Frontier Wealth Management first reported a position in VO in Q3 2018 and has held it in 16 quarters since. The position peaked at $905K in Q4 2019. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Frontier Wealth Management held 4,064 shares of Vanguard Mid-Cap ETF worth $200K as of Q2 2022.
Frontier Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2022.
Vanguard Mid-Cap ETF made up 0.01% of Frontier Wealth Management's portfolio in Q2 2022, its #367 holding.
Frontier Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2018 and has held it in 16 quarters since.
Frontier Wealth Management's Vanguard Mid-Cap ETF position peaked at $905K in Q4 2019.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.