HC Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

HC Financial Advisors’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	$76K	Buy	1,540 +284	+23%	+$15.3K	0.05%	112
2022 Q1	$75K	Hold	1,256	–	–	0.04%	114
2021 Q4	$80K	Hold	1,256	–	–	0.04%	115
2021 Q3	$74K	Hold	1,256	–	–	0.04%	110
2021 Q2	$75K	Sell	1,256 -324	-21%	-$18.8K	0.04%	110
2021 Q1	$87K	Hold	1,580	–	–	0.05%	105
2020 Q4	$82K	Buy	1,580 +324	+26%	+$15.7K	0.05%	107
2020 Q3	$55K	Hold	1,256	–	–	0.04%	116
2020 Q2	$51K	Hold	1,256	–	–	0.04%	109
2020 Q1	$41K	Buy	+1,256	New	+$52K	0.04%	123

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

HC Financial Advisors's VO Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q2 2022, buying an estimated $15.3K and bringing the position to 1,540 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #112.

HC Financial Advisors first reported a position in VO in Q1 2020 and has held it in 10 quarters since. The position peaked at $87K in Q1 2021. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

HC Financial Advisors held 1,540 shares of Vanguard Morningstar Mid-Cap ETF worth $76K as of Q2 2022.
HC Financial Advisors bought 284 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $15.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of HC Financial Advisors's portfolio in Q2 2022, its #112 holding.
HC Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $87K in Q1 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.