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

Inscription Capital’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	–	Sell	-37,996	Closed	-$2.25M	–	392
2021 Q2	$2.25M	Buy	+37,996	New	+$2.2M	0.26%	82
2019 Q1	–	Sell	-1,216	Closed	-$42K	–	288
2018 Q4	$42K	Buy	+1,216	New	+$45.7K	0.02%	203

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Inscription Capital's VO Position: Q3 2021 in Review

Inscription Capital sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 37,996 shares — an estimated $2.25M sold.

Inscription Capital first reported a position in VO in Q4 2018 and held it in 2 quarters. The position peaked at $2.25M in Q2 2021. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Inscription Capital reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Inscription Capital sold 37,996 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $2.25M.
Inscription Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
Inscription Capital's Vanguard Mid-Cap ETF position peaked at $2.25M in Q2 2021.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.