HCIA
VO icon

Hochman Cole Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.85M Sell
31,180
-3,936
-11% -$238K 0.72% 32
2021
Q2 		$2.08M Sell
35,116
-372
-1% -$21.6K 0.83% 28
2021
Q1 		$1.96M Buy
35,488
+96
+0.3% +$5.21K 0.82% 28
2020
Q4 		$1.83M Sell
35,392
-3,688
-9% -$179K 0.79% 26
2020
Q3 		$1.72M Sell
39,080
-784
-2% -$34.2K 0.85% 27
2020
Q2 		$1.63M Sell
39,864
-992
-2% -$38K 0.9% 28
2020
Q1 		$1.34M Sell
40,856
-6,016
-13% -$249K 0.92% 28
2019
Q4 		$2.09M Sell
46,872
-2,408
-5% -$103K 1.14% 25
2019
Q3 		$2.06M Sell
49,280
-3,472
-7% -$145K 1.29% 22
2019
Q2 		$2.21M Sell
52,752
-188
-0.4% -$7.69K 1.31% 22
2019
Q1 		$2.13M Buy
52,940
+1,692
+3% +$65.1K 1.27% 23
2018
Q4 		$1.77M Buy
51,248
+1,684
+3% +$63.2K 1.22% 24
2018
Q3 		$2.03M Sell
49,564
-404
-0.8% -$16.5K 1.27% 24
2018
Q2 		$1.97M Sell
49,968
-596
-1% -$23.4K 1.29% 23
2018
Q1 		$1.95M Sell
50,564
-1,008
-2% -$39.7K 1.36% 23
2017
Q4 		$2M Buy
51,572
+1,616
+3% +$61K 1.26% 25
2017
Q3 		$1.84M Sell
49,956
-2,296
-4% -$82.8K 1.2% 25
2017
Q2 		$1.86M Sell
52,252
-920
-2% -$32.5K 1.29% 24
2017
Q1 		$1.85M Sell
53,172
-592
-1% -$20.3K 1.34% 24
2016
Q4 		$1.77M Buy
53,764
+1,048
+2% +$33.9K 1.28% 23
2016
Q3 		$1.71M Buy
52,716
+19,852
+60% +$637K 1.27% 24
2016
Q2 		$1.02M Hold
32,864
– – 0.83% 33
2016
Q1 		$996K Hold
32,864
– – 0.85% 31
2015
Q4 		$987K Buy
+32,864
New +$1M 0.84% 34

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Hochman Cole Investment Advisors's VO Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q3 2021, selling an estimated $238K and leaving 31,180 shares worth $1.85M. The position accounts for 0.72% of the portfolio, ranked #32.

Hochman Cole Investment Advisors first reported a position in VO in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.21M in Q2 2019. 1,356 funds tracked by Wall St. Rank hold VO as of Q3 2021.

  • Hochman Cole Investment Advisors held 31,180 shares of Vanguard Morningstar Mid-Cap ETF worth $1.85M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 3,936 Vanguard Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $238K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.72% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #32 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.21M in Q2 2019.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.