Harrison & Co Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Harrison & Co 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 Q4	$509K	Buy	+9,984	New	+$509K	0.49%	71

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Harrison & Co Wealth Management's VO Position: Q4 2022 in Review

Harrison & Co Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2022: 9,984 shares worth $509K. The stake represents 0.49% of the portfolio and ranks #71 among its holdings.

1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Harrison & Co Wealth Management held 9,984 shares of Vanguard Morningstar Mid-Cap ETF worth $509K as of Q4 2022.
Vanguard Morningstar Mid-Cap ETF was a new Harrison & Co Wealth Management position in Q4 2022.
Vanguard Morningstar Mid-Cap ETF made up 0.49% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #71 holding.
1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.