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Independent Wealth Network’s Vanguard Mid-Cap ETF VO Stock Holding History

Independent Wealth Network’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
Q4 		– Sell
-33,876
Closed -$2.17M – 232
2021
Q3 		$2.17M Buy
+33,876
New +$2.05M 1.42% 14

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Independent Wealth Network's VO Position: Q4 2021 in Review

Independent Wealth Network sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 33,876 shares — an estimated $2.17M sold.

Independent Wealth Network first reported a position in VO in Q3 2021 and held it in 1 quarter. The position peaked at $2.17M in Q3 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Independent Wealth Network reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Independent Wealth Network sold 33,876 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $2.17M.
  • Independent Wealth Network first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Independent Wealth Network's Vanguard Mid-Cap ETF position peaked at $2.17M in Q3 2021.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Independent Wealth Network's 13F filing for Q4 2021, filed 10 Feb 2022.