Hutchinson Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Hutchinson Capital 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 Q3	–	Sell	-6,340	Closed	-$312K	–	73
2022 Q2	$312K	Hold	6,340	–	–	0.08%	64
2022 Q1	$377K	Hold	6,340	–	–	0.09%	60
2021 Q4	$404K	Hold	6,340	–	–	0.09%	56
2021 Q3	$375K	Hold	6,340	–	–	0.09%	55
2021 Q2	$376K	Hold	6,340	–	–	0.09%	53
2021 Q1	$351K	Hold	6,340	–	–	0.09%	56
2020 Q4	$328K	Hold	6,340	–	–	0.09%	57
2020 Q3	$279K	Hold	6,340	–	–	0.08%	58
2020 Q2	$260K	Hold	6,340	–	–	0.08%	56
2020 Q1	$209K	Hold	6,340	–	–	0.07%	61
2019 Q4	$282K	Hold	6,340	–	–	0.07%	60
2019 Q3	$266K	Buy	+6,340	New	+$265K	0.07%	61

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hutchinson Capital Management's VO Position: Q3 2022 in Review

Hutchinson Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2022, closing a stake of 6,340 shares — an estimated $312K sold.

Hutchinson Capital Management first reported a position in VO in Q3 2019 and held it in 12 quarters. The position peaked at $404K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold VO as of Q3 2022.

Hutchinson Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Hutchinson Capital Management sold 6,340 Vanguard Mid-Cap ETF shares in Q3 2022, an estimated $312K.
Hutchinson Capital Management first reported a position in Vanguard Mid-Cap ETF in Q3 2019 and held it in 12 quarters.
Hutchinson Capital Management's Vanguard Mid-Cap ETF position peaked at $404K in Q4 2021.
1,498 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2022.

Based on Hutchinson Capital Management's 13F filing for Q3 2022, filed 31 Oct 2022.