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

Huber 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
2020
Q1 		$326K Hold
9,900
– – 0.12% 75
2019
Q4 		$441K Buy
+9,900
New +$425K 0.15% 78

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Huber Financial Advisors's VO Position: Q1 2020 in Review

Huber Financial Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2020 at 9,900 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #75.

Huber Financial Advisors first reported a position in VO in Q4 2019 and has held it in 2 quarters since. The position peaked at $441K in Q4 2019. 987 funds tracked by Wall St. Rank hold VO as of Q1 2020.

  • Huber Financial Advisors held 9,900 shares of Vanguard Morningstar Mid-Cap ETF worth $326K as of Q1 2020.
  • Huber Financial Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2020.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Huber Financial Advisors's portfolio in Q1 2020, its #75 holding.
  • Huber Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • Huber Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $441K in Q4 2019.
  • 987 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.