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JD Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

JD Financial Services’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 		$279K Sell
4,380
-16
-0.4% -$1K 0.23% 27
2021
Q3 		$260K Buy
+4,396
New +$266K 0.24% 28

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

JD Financial Services's VO Position: Q4 2021 in Review

JD Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 0.36% in Q4 2021, selling an estimated $1K and leaving 4,380 shares worth $279K. The position accounts for 0.23% of the portfolio, ranked #27.

JD Financial Services first reported a position in VO in Q3 2021 and has held it in 2 quarters since. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • JD Financial Services held 4,380 shares of Vanguard Mid-Cap ETF worth $279K as of Q4 2021.
  • JD Financial Services sold 16 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $1K.
  • Vanguard Mid-Cap ETF made up 0.23% of JD Financial Services's portfolio in Q4 2021, its #27 holding.
  • JD Financial Services first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 2 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.