JMF
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Johnson Midwest Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Johnson Midwest Financial’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
Q3 		$46.6K Hold
896
– – 0.1% 85
2023
Q2 		$49.3K Hold
896
– – 0.04% 89
2023
Q1 		$47.2K Hold
896
– – 0.07% 93
2022
Q4 		$46K Hold
896
– – 0.17% 90
2022
Q3 		$42 Buy
+896
New +$46.8K 0.16% 93

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Johnson Midwest Financial's VO Position: Q3 2023 in Review

Johnson Midwest Financial held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2023 at 896 shares worth $46.6K. The position accounts for 0.1% of the portfolio, ranked #85.

Johnson Midwest Financial first reported a position in VO in Q3 2022 and has held it in 5 quarters since. The position peaked at $49.3K in Q2 2023. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • Johnson Midwest Financial held 896 shares of Vanguard Mid-Cap ETF worth $46.6K as of Q3 2023.
  • Johnson Midwest Financial left its Vanguard Mid-Cap ETF share count unchanged in Q3 2023.
  • Vanguard Mid-Cap ETF made up 0.1% of Johnson Midwest Financial's portfolio in Q3 2023, its #85 holding.
  • Johnson Midwest Financial first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's Vanguard Mid-Cap ETF position peaked at $49.3K in Q2 2023.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.