Investors Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-8,648	Closed	-$551K	–	183
2021 Q4	$551K	Sell	8,648 -884	-9%	-$55.4K	0.26%	104
2021 Q3	$564K	Buy	9,532 +748	+9%	+$45.2K	0.3%	90
2021 Q2	$521K	Buy	8,784 +176	+2%	+$10.2K	0.28%	98
2021 Q1	$476K	Buy	8,608 +1,360	+19%	+$73.8K	0.28%	97
2020 Q4	$375K	Buy	7,248 +1,592	+28%	+$77.1K	0.25%	105
2020 Q3	$249K	Hold	5,656	–	–	0.19%	129
2020 Q2	$232K	Buy	+5,656	New	+$217K	0.19%	125
2020 Q1	–	Sell	-6,416	Closed	-$286K	–	143
2019 Q4	$286K	Buy	+6,416	New	+$276K	0.23%	100

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

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

Investors Financial Group's VO Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 8,648 shares — an estimated $551K sold.

Investors Financial Group first reported a position in VO in Q4 2019 and held it in 8 quarters. The position peaked at $564K in Q3 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 8,648 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $551K.
Investors Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 8 quarters.
Investors Financial Group's Vanguard Mid-Cap ETF position peaked at $564K in Q3 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.