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Institute for Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Institute for Wealth 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
2021
Q4 		– Sell
-108
Closed -$7K – 509
2021
Q3 		$7K Buy
+108
New +$6.53K ﹤0.01% 485
2020
Q1 		– Sell
-108
Closed -$5K – 670
2019
Q4 		$5K Buy
+108
New +$4.64K ﹤0.01% 641

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

Institute for Wealth Management's VO Position: Q4 2021 in Review

Institute for Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2021, closing a stake of 108 shares — an estimated $7K sold.

Institute for Wealth Management first reported a position in VO in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Institute for Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 108 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $7K.
  • Institute for Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Institute for Wealth Management's Vanguard Mid-Cap ETF position peaked at $7K in Q3 2021.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.