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JD Financial Services’s Vanguard Morningstar 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JD Financial Services reduced its Vanguard Morningstar 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. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • JD Financial Services held 4,380 shares of Vanguard Morningstar Mid-Cap ETF worth $279K as of Q4 2021.
  • JD Financial Services sold 16 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $1K.
  • Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q3 2021 and has held it in 2 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

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