Investment Management of Virginia’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Investment Management of Virginia’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
2023 Q1	$714K	Hold	13,540	–	–	0.14%	139
2022 Q4	$690K	Hold	13,540	–	–	0.14%	135
2022 Q3	$636K	Sell	13,540 -68	-0.5%	-$3.55K	0.14%	131
2022 Q2	$670K	Hold	13,608	–	–	0.14%	136
2022 Q1	$809K	Hold	13,608	–	–	0.14%	135
2021 Q4	$867K	Buy	+13,608	New	+$853K	0.14%	134

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

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

RJA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Investment Management of Virginia's VO Position: Q1 2023 in Review

Investment Management of Virginia held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2023 at 13,540 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #139.

Investment Management of Virginia first reported a position in VO in Q4 2021 and has held it in 6 quarters since. The position peaked at $867K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q1 2023.

Investment Management of Virginia held 13,540 shares of Vanguard Morningstar Mid-Cap ETF worth $714K as of Q1 2023.
Investment Management of Virginia left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2023.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of Investment Management of Virginia's portfolio in Q1 2023, its #139 holding.
Investment Management of Virginia first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 6 quarters since.
Investment Management of Virginia's Vanguard Morningstar Mid-Cap ETF position peaked at $867K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.